WTB
SJI

Washington Trust Bank’s South Jersey Industries, Inc. SJI Stock Holding History

Washington Trust 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
2016
Q3 		– Sell
-200
Closed -$6K – 1205
2016
Q2 		$6K Hold
200
– – ﹤0.01% 619
2016
Q1 		$6K Hold
200
– – ﹤0.01% 627
2015
Q4 		$5K Hold
200
– – ﹤0.01% 661
2015
Q3 		$5K Hold
200
– – ﹤0.01% 687
2015
Q2 		$5K Buy
+200
New +$5.23K ﹤0.01% 721

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Washington Trust Bank's SJI Position: Q3 2016 in Review

Washington Trust Bank sold out of South Jersey Industries, Inc. (SJI) in Q3 2016, closing a stake of 200 shares — an estimated $6K sold.

Washington Trust Bank first reported a position in SJI in Q2 2015 and held it in 5 quarters. The position peaked at $6K in Q2 2016. 210 funds tracked by Wall St. Rank hold SJI as of Q3 2016.

  • Washington Trust Bank reported no remaining South Jersey Industries, Inc. position as of Q3 2016 after selling out during the quarter.
  • Washington Trust Bank sold 200 South Jersey Industries, Inc. shares in Q3 2016, an estimated $6K.
  • Washington Trust Bank first reported a position in South Jersey Industries, Inc. in Q2 2015 and held it in 5 quarters.
  • Washington Trust Bank's South Jersey Industries, Inc. position peaked at $6K in Q2 2016.
  • 210 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2016.

Based on Washington Trust Bank's 13F filing for Q3 2016, filed 4 Oct 2016.