RIA
SJI

Regal Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-300
Closed -$8K – 1024
2014
Q3 		$8K Hold
300
– – ﹤0.01% 733
2014
Q2 		$9K Hold
300
– – ﹤0.01% 699
2014
Q1 		$8K Hold
300
– – ﹤0.01% 681
2013
Q4 		$8K Hold
300
– – ﹤0.01% 628
2013
Q3 		$9K Hold
300
– – 0.01% 625
2013
Q2 		$9K Buy
+300
New +$8.77K 0.01% 622

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Regal Investment Advisors's SJI Position: Q4 2014 in Review

Regal Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2014, closing a stake of 300 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in SJI in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q2 2014. 179 funds tracked by Wall St. Rank hold SJI as of Q4 2014.

  • Regal Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 300 South Jersey Industries, Inc. shares in Q4 2014, an estimated $8K.
  • Regal Investment Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's South Jersey Industries, Inc. position peaked at $9K in Q2 2014.
  • 179 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.