WRF
SJI

Waddell & Reed Financial’s South Jersey Industries, Inc. SJI Stock Holding History

Waddell & Reed Financial’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
2017
Q4 		– Sell
-93,189
Closed -$3.22M – 568
2017
Q3 		$3.22M Sell
93,189
-129,600
-58% -$4.5M 0.01% 488
2017
Q2 		$7.61M Buy
222,789
+45,900
+26% +$1.67M 0.02% 460
2017
Q1 		$6.31M Sell
176,889
-30,500
-15% -$1.02M 0.01% 474
2016
Q4 		$6.99M Buy
207,389
+389
+0.2% +$12.1K 0.02% 464
2016
Q3 		$6.12M Buy
207,000
+54,900
+36% +$1.68M 0.01% 469
2016
Q2 		$4.81M Buy
+152,100
New +$4.36M 0.01% 477

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Waddell & Reed Financial's SJI Position: Q4 2017 in Review

Waddell & Reed Financial sold out of South Jersey Industries, Inc. (SJI) in Q4 2017, closing a stake of 93,189 shares — an estimated $3.22M sold.

Waddell & Reed Financial first reported a position in SJI in Q2 2016 and held it in 6 quarters. The position peaked at $7.61M in Q2 2017. 229 funds tracked by Wall St. Rank hold SJI as of Q4 2017.

  • Waddell & Reed Financial reported no remaining South Jersey Industries, Inc. position as of Q4 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 93,189 South Jersey Industries, Inc. shares in Q4 2017, an estimated $3.22M.
  • Waddell & Reed Financial first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 6 quarters.
  • Waddell & Reed Financial's South Jersey Industries, Inc. position peaked at $7.61M in Q2 2017.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2017.

Based on Waddell & Reed Financial's 13F filing for Q4 2017, filed 14 Feb 2018.