PAS
SJI

Partnervest Advisory Services’s South Jersey Industries, Inc. SJI Stock Holding History

Partnervest Advisory Services’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
-120
Closed -$4K – 850
2014
Q2 		$4K Buy
+120
New +$3.42K ﹤0.01% 897

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Partnervest Advisory Services's SJI Position: Q3 2014 in Review

Partnervest Advisory Services sold out of South Jersey Industries, Inc. (SJI) in Q3 2014, closing a stake of 120 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in SJI in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 171 funds tracked by Wall St. Rank hold SJI as of Q3 2014.

  • Partnervest Advisory Services reported no remaining South Jersey Industries, Inc. position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 120 South Jersey Industries, Inc. shares in Q3 2014, an estimated $4K.
  • Partnervest Advisory Services first reported a position in South Jersey Industries, Inc. in Q2 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's South Jersey Industries, Inc. position peaked at $4K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.