RC
SJI

RegentAtlantic Capital’s South Jersey Industries, Inc. SJI Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-676
Closed -$19.9K – 1019
2014
Q4 		$19.9K Buy
+676
New +$19.3K ﹤0.01% 762

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
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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RegentAtlantic Capital's SJI Position: Q1 2015 in Review

RegentAtlantic Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2015, closing a stake of 676 shares — an estimated $19.9K sold.

RegentAtlantic Capital first reported a position in SJI in Q4 2014 and held it in 1 quarter. The position peaked at $19.9K in Q4 2014. 180 funds tracked by Wall St. Rank hold SJI as of Q1 2015.

  • RegentAtlantic Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 676 South Jersey Industries, Inc. shares in Q1 2015, an estimated $19.9K.
  • RegentAtlantic Capital first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's South Jersey Industries, Inc. position peaked at $19.9K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.