WAM
SJI

World Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

World Asset Management’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
2013
Q4 		– Sell
-7,332
Closed -$215K – 1651
2013
Q3 		$215K Sell
7,332
-1,056
-13% -$31.2K 0.01% 1484
2013
Q2 		$241K Buy
+8,388
New +$245K 0.01% 1462

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

World Asset Management's SJI Position: Q4 2013 in Review

World Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2013, closing a stake of 7,332 shares — an estimated $215K sold.

World Asset Management first reported a position in SJI in Q2 2013 and held it in 2 quarters. The position peaked at $241K in Q2 2013. 153 funds tracked by Wall St. Rank hold SJI as of Q4 2013.

  • World Asset Management reported no remaining South Jersey Industries, Inc. position as of Q4 2013 after selling out during the quarter.
  • World Asset Management sold 7,332 South Jersey Industries, Inc. shares in Q4 2013, an estimated $215K.
  • World Asset Management first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 2 quarters.
  • World Asset Management's South Jersey Industries, Inc. position peaked at $241K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2013.

Based on World Asset Management's 13F filing for Q4 2013, filed 24 Jan 2014.