PFS
SJI

Penseco Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

Penseco Financial 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
2013
Q3 		$62K Buy
2,102
+102
+5% +$3.01K 0.04% 139
2013
Q2 		$57K Buy
+2,000
New +$58.5K 0.04% 140

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Penseco Financial Services's SJI Position: Q3 2013 in Review

Penseco Financial Services increased its South Jersey Industries, Inc. (SJI) stake by 5.1% in Q3 2013, buying an estimated $3.01K and bringing the position to 2,102 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #139.

Penseco Financial Services first reported a position in SJI in Q2 2013 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold SJI as of Q3 2013.

  • Penseco Financial Services held 2,102 shares of South Jersey Industries, Inc. worth $62K as of Q3 2013.
  • Penseco Financial Services bought 102 South Jersey Industries, Inc. shares in Q3 2013, an estimated $3.01K.
  • South Jersey Industries, Inc. made up 0.04% of Penseco Financial Services's portfolio in Q3 2013, its #139 holding.
  • Penseco Financial Services first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.