RNS
SJI

Robert N. Shapiro’s South Jersey Industries, Inc. SJI Stock Holding History

Robert N. Shapiro’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 		$3K Hold
116
– – ﹤0.01% 811
2014
Q3 		$3K Hold
116
– – ﹤0.01% 812
2014
Q2 		$4K Hold
116
– – ﹤0.01% 711
2014
Q1 		$3K Hold
116
– – ﹤0.01% 727
2013
Q4 		$3K Sell
116
-4
-3% -$114 ﹤0.01% 725
2013
Q3 		$4K Hold
120
– – ﹤0.01% 937
2013
Q2 		$3K Buy
+120
New +$3.51K ﹤0.01% 874

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 $6.03B AUM 40.55% 1-Year Est. Return

Robert N. Shapiro's SJI Position: Q4 2014 in Review

Robert N. Shapiro held its South Jersey Industries, Inc. (SJI) position steady in Q4 2014 at 116 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Robert N. Shapiro first reported a position in SJI in Q2 2013 and has held it in 7 quarters since. The position peaked at $4K in Q2 2014. 178 funds tracked by Wall St. Rank hold SJI as of Q4 2014.

  • Robert N. Shapiro held 116 shares of South Jersey Industries, Inc. worth $3K as of Q4 2014.
  • Robert N. Shapiro left its South Jersey Industries, Inc. share count unchanged in Q4 2014.
  • South Jersey Industries, Inc. made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #811 holding.
  • Robert N. Shapiro first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's South Jersey Industries, Inc. position peaked at $4K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.