SSB
SJI

Sandy Spring Bank’s South Jersey Industries, Inc. SJI Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-300
Closed -$8K – 995
2015
Q3 		$8K Buy
+300
New +$7.33K ﹤0.01% 697
2015
Q2 		– Sell
-2,184
Closed -$59K – 1009
2015
Q1 		$59K Hold
2,184
– – 0.01% 432
2014
Q4 		$64K Hold
2,184
– – 0.01% 388
2014
Q3 		$58K Hold
2,184
– – 0.01% 395
2014
Q2 		$66K Hold
2,184
– – 0.01% 383
2014
Q1 		$61K Hold
2,184
– – 0.01% 350
2013
Q4 		$61K Hold
2,184
– – 0.01% 359
2013
Q3 		$64K Hold
2,184
– – 0.01% 339
2013
Q2 		$63K Buy
+2,184
New +$63.9K 0.01% 322

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's SJI Position: Q4 2015 in Review

Sandy Spring Bank sold out of South Jersey Industries, Inc. (SJI) in Q4 2015, closing a stake of 300 shares — an estimated $8K sold.

Sandy Spring Bank first reported a position in SJI in Q2 2013 and held it in 9 quarters. The position peaked at $66K in Q2 2014. 194 funds tracked by Wall St. Rank hold SJI as of Q4 2015.

  • Sandy Spring Bank reported no remaining South Jersey Industries, Inc. position as of Q4 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 300 South Jersey Industries, Inc. shares in Q4 2015, an estimated $8K.
  • Sandy Spring Bank first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 9 quarters.
  • Sandy Spring Bank's South Jersey Industries, Inc. position peaked at $66K in Q2 2014.
  • 194 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2015.

Based on Sandy Spring Bank's 13F filing for Q4 2015, filed 3 Feb 2016.