Johnson Financial Group Inc (Wisconsin)’s South Jersey Industries, Inc. SJI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-3,150	Closed	-$95K	–	790
2014 Q2	$95K	Buy	3,150 +2,050	+186%	+$58.4K	0.03%	355
2014 Q1	$31K	Hold	1,100	–	–	0.01%	473
2013 Q4	$31K	Sell	1,100 -2,000	-65%	-$57.2K	0.01%	459
2013 Q3	$91K	Sell	3,100 -900	-23%	-$26.6K	0.03%	321
2013 Q2	$115K	Buy	+4,000	New	+$117K	0.03%	297

Other funds holding SJI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SJI Position: Q3 2014 in Review

Johnson Financial Group Inc (Wisconsin) sold out of South Jersey Industries, Inc. (SJI) in Q3 2014, closing a stake of 3,150 shares — an estimated $95K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SJI in Q2 2013 and held it in 5 quarters. The position peaked at $115K in Q2 2013. 172 funds tracked by Wall St. Rank hold SJI as of Q3 2014.

Johnson Financial Group Inc (Wisconsin) reported no remaining South Jersey Industries, Inc. position as of Q3 2014 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 3,150 South Jersey Industries, Inc. shares in Q3 2014, an estimated $95K.
Johnson Financial Group Inc (Wisconsin) first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 5 quarters.
Johnson Financial Group Inc (Wisconsin)'s South Jersey Industries, Inc. position peaked at $115K in Q2 2013.
172 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2014.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2014, filed 14 Nov 2014.