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SJI

WealthPLAN Partners’s South Jersey Industries, Inc. SJI Stock Holding History

WealthPLAN Partners’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 		$88.3K Sell
3,116
-3,116
-50% -$95.5K 0.03% 247
2016
Q2 		$98.6K Buy
+6,232
New +$179K 0.01% 618
2015
Q4 		$73.4K Buy
+9,348
New +$229K 0.01% 513

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 $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's SJI Position: Q3 2016 in Review

WealthPLAN Partners reduced its South Jersey Industries, Inc. (SJI) stake by 50% in Q3 2016, selling an estimated $95.5K and leaving 3,116 shares worth $88.3K. The position accounts for 0.03% of the portfolio, ranked #247.

WealthPLAN Partners first reported a position in SJI in Q4 2015 and has held it in 3 quarters since. The position peaked at $98.6K in Q2 2016. 210 funds tracked by Wall St. Rank hold SJI as of Q3 2016.

  • WealthPLAN Partners held 3,116 shares of South Jersey Industries, Inc. worth $88.3K as of Q3 2016.
  • WealthPLAN Partners sold 3,116 South Jersey Industries, Inc. shares in Q3 2016, an estimated $95.5K.
  • South Jersey Industries, Inc. made up 0.03% of WealthPLAN Partners's portfolio in Q3 2016, its #247 holding.
  • WealthPLAN Partners first reported a position in South Jersey Industries, Inc. in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's South Jersey Industries, Inc. position peaked at $98.6K in Q2 2016.
  • 210 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.