| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -55,070 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Sjw Corp |
| 2009-11-19 | 2009-09-30 | N-Q | Aarp Portfolios - International Stock Market Portfolio | No Data | 100 | New Holding | 100 | 100 % | $2,224 | $2,218 | $-6 | -0.26 % | $-6 | | | | | | News Article | History of Aarp Portfolios - International Stock Market Portfolio Ownership Of Sjw Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 1,644 | Added More | 175 | 11.91 % | $38,207 | $36,464 | $-1,743 | -4.56 % | $-186 | | | | | | News Article | History of Amvescap Plc Ownership Of Sjw Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | | Sold All | -31,594 | -100 % | | | | -4.56 % | $33,490 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Sjw Corp |
| 2009-11-17 | 2009-09-30 | N-Q | Lincoln Variable Insurance Products Trust - Core Fund | Multi-Cap Core | | Sold All | -2,634 | -100 % | | | | -4.56 % | $2,792 | | | | | | News Article | History of Lincoln Variable Insurance Products Trust - Core Fund Ownership Of Sjw Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 25,688 | Sold Some | -9,562 | -27.12 % | $596,989 | $569,760 | $-27,229 | -4.56 % | $10,136 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aletheia Research And Management Inc | Institution | 405,652 | Added More | 23,806 | 6.23 % | $9,269,148 | $8,997,361 | $-271,787 | -2.93 % | $-15,950 | | | | | | News Article | History of Aletheia Research And Management Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 10,457 | No Change | 0 | 0 % | $238,942 | $231,936 | $-7,006 | -2.93 % | $0 | | | | | | News Article | History of American International Group Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Concert Wealth Management Inc | No Data | 3,816 | No Change | 0 | 0 % | $87,196 | $84,639 | $-2,557 | -2.93 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Covington Capital Management | Institution | 1,956,845 | Sold Some | -13,222 | -0.67 % | $44,713,908 | $43,402,822 | $-1,311,086 | -2.93 % | $8,859 | | | | | | News Article | History of Covington Capital Management Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cutter And Co Brokerage Inc | Institution | 58,570 | Added More | 8,825 | 17.74 % | $1,338,325 | $1,299,083 | $-39,242 | -2.93 % | $-5,913 | | | | | | News Article | History of Cutter And Co Brokerage Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 42,178 | Sold Some | -10,322 | -19.66 % | $963,767 | $935,508 | $-28,259 | -2.93 % | $6,916 | | | | | | News Article | History of Fmr Corp Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | | Sold All | -3,861 | -100 % | | | | -2.93 % | $2,587 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 62,876 | Added More | 37,029 | 143.26 % | $1,436,717 | $1,394,590 | $-42,127 | -2.93 % | $-24,809 | | | | | | News Article | History of Morgan Stanley Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 178,652 | Added More | 20,475 | 12.94 % | $4,082,198 | $3,962,501 | $-119,697 | -2.93 % | $-13,718 | | | | | | News Article | History of Northern Trust Corp Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 400 | Sold Some | -81,660 | -99.51 % | $9,140 | $8,872 | $-268 | -2.93 % | $54,712 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 1,106 | No Change | 0 | 0 % | $25,272 | $24,531 | $-741 | -2.93 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Sjw Corp |
| 2009-11-13 | 2009-11-13 | 13F-HR | Wilmington Trust Co | Institution | 4,715 | New Holding | 4,715 | 100 % | $103,919 | $104,579 | $660 | 0.63 % | $660 | | | | | | News Article | History of Wilmington Trust Co Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Alpine Woods Capital Investors Llc | Institution | 74,200 | No Change | 0 | 0 % | $1,635,368 | $1,645,756 | $10,388 | 0.63 % | $0 | | | | | | News Article | History of Alpine Woods Capital Investors Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 142,355 | Added More | 194 | 0.13 % | $3,137,504 | $3,157,434 | $19,930 | 0.63 % | $27 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 339,648 | Added More | 332,292 | 4517.29 % | $7,485,842 | $7,533,393 | $47,551 | 0.63 % | $46,521 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 339,648 | Added More | 15,580 | 4.80 % | $7,485,842 | $7,533,393 | $47,551 | 0.63 % | $2,181 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 24,482 | Sold Some | -173,319 | -87.62 % | $539,583 | $543,011 | $3,427 | 0.63 % | $-24,265 | | | | | | News Article | History of Axa Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 3,386 | Added More | 2,392 | 240.64 % | $74,627 | $75,101 | $474 | 0.63 % | $335 | | | | | | News Article | History of Barclays Plc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Capital One Financial Corp | Institution | 1,840 | Sold Some | -18 | -0.96 % | $40,554 | $40,811 | $258 | 0.63 % | $-3 | | | | | | News Article | History of Capital One Financial Corp Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Credit Agricole S A | Institution | 12,450 | Added More | 300 | 2.46 % | $274,398 | $276,141 | $1,743 | 0.63 % | $42 | | | | | | News Article | History of Credit Agricole S A Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 243 | Sold Some | -10,302 | -97.69 % | $5,356 | $5,390 | $34 | 0.63 % | $-1,442 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 39,418 | Added More | 14,110 | 55.75 % | $868,773 | $874,291 | $5,519 | 0.63 % | $1,975 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 31,831 | Sold Some | -46,104 | -59.15 % | $701,555 | $706,012 | $4,456 | 0.63 % | $-6,455 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 7,276 | Added More | 1,516 | 26.31 % | $160,363 | $161,382 | $1,019 | 0.63 % | $212 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Marshall Ilsley Corp | Institution | 13,200 | No Change | 0 | 0 % | $290,928 | $292,776 | $1,848 | 0.63 % | $0 | | | | | | News Article | History of Marshall Ilsley Corp Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 2,400 | No Change | 0 | 0 % | $52,896 | $53,232 | $336 | 0.63 % | $0 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Paradigm Asset Management Co Llc | Institution | 2,800 | Sold Some | -200 | -6.66 % | $61,712 | $62,104 | $392 | 0.63 % | $-28 | | | | | | News Article | History of Paradigm Asset Management Co Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | | Sold All | -2,003 | -100 % | | | | 0.63 % | $-280 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 3,961 | Added More | 2,137 | 117.16 % | $87,300 | $87,855 | $555 | 0.63 % | $299 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 11,746 | No Change | 0 | 0 % | $258,882 | $260,526 | $1,644 | 0.63 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Sjw Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 597,074 | Added More | 19,234 | 3.32 % | $13,159,511 | $13,243,101 | $83,590 | 0.63 % | $2,693 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 664,375 | Added More | 61,159 | 10.13 % | $14,496,663 | $14,735,838 | $239,175 | 1.64 % | $22,017 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Claymore Advisors Llc | Institution | 146,416 | Sold Some | -3,001 | -2.00 % | $3,194,797 | $3,247,507 | $52,710 | 1.64 % | $-1,080 | | | | | | News Article | History of Claymore Advisors Llc Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Credit Suisse | Institution | 656 | New Holding | 656 | 100 % | $14,314 | $14,550 | $236 | 1.64 % | $236 | | | | | | News Article | History of Credit Suisse Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Trust Advisors Lp | Institution | 28,537 | Sold Some | -2,723 | -8.71 % | $622,677 | $632,951 | $10,273 | 1.64 % | $-980 | | | | | | News Article | History of First Trust Advisors Lp Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gamco Investors Inc Et Al | Institution | 908,615 | Added More | 119,300 | 15.11 % | $19,825,979 | $20,153,081 | $327,101 | 1.64 % | $42,948 | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 5,680 | Sold Some | -2,470 | -30.30 % | $123,938 | $125,982 | $2,045 | 1.64 % | $-889 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 4,262 | Sold Some | -1,232 | -22.42 % | $92,997 | $94,531 | $1,534 | 1.64 % | $-444 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 12,909 | Added More | 1,287 | 11.07 % | $281,674 | $286,322 | $4,647 | 1.64 % | $463 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 460 | Added More | 40 | 9.52 % | $10,037 | $10,203 | $166 | 1.64 % | $14 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 570 | Added More | 220 | 62.85 % | $12,437 | $12,643 | $205 | 1.64 % | $79 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -433 | -100 % | | | | 1.64 % | $-156 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Sjw Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | 15,800 | No Change | 0 | 0 % | $344,756 | $350,444 | $5,688 | 1.64 % | $0 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Bingham Osborn And Scarborough Llc | Institution | 11,250 | No Change | 0 | 0 % | $248,963 | $249,525 | $563 | 0.22 % | $0 | | | | | | News Article | History of Bingham Osborn And Scarborough Llc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | | Sold All | -22,731 | -100 % | | | | 0.22 % | $-1,137 | | | | | | News Article | History of Citigroup Inc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | | Sold All | -130 | -100 % | | | | 0.22 % | $-7 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 400,400 | No Change | 0 | 0 % | $8,860,852 | $8,880,872 | $20,020 | 0.22 % | $0 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Seabridge Investment Advisors Llc | Institution | 300 | No Change | 0 | 0 % | $6,639 | $6,654 | $15 | 0.22 % | $0 | | | | | | News Article | History of Seabridge Investment Advisors Llc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | | Sold All | -284 | -100 % | | | | 0.22 % | $-14 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Sjw Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 17,834 | Added More | 1,216 | 7.31 % | $394,666 | $395,558 | $892 | 0.22 % | $61 | | | | | | News Article | History of Ubs Ag Ownership Of Sjw Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | General Motors Investment Management Corp | Institution | 11,778 | No Change | 0 | 0 % | $266,301 | $261,236 | $-5,065 | -1.90 % | $0 | | | | | | News Article | History of General Motors Investment Management Corp Ownership Of Sjw Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Nmf Asset Management Llc | Institution | 900 | No Change | 0 | 0 % | $20,349 | $19,962 | $-387 | -1.90 % | $0 | | | | | | News Article | History of Nmf Asset Management Llc Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 11,502 | No Change | 0 | 0 % | $255,804 | $255,114 | $-690 | -0.26 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 1,400 | Sold Some | -6,208 | -81.59 % | $31,136 | $31,052 | $-84 | -0.26 % | $372 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Sam Sustainable Asset Management Ltd | Institution | 7,000 | New Holding | 7,000 | 100 % | $155,680 | $155,260 | $-420 | -0.26 % | $-420 | | | | | | News Article | History of Sam Sustainable Asset Management Ltd Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 23,120 | Added More | 400 | 1.76 % | $514,189 | $512,802 | $-1,387 | -0.26 % | $-24 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 16,719 | No Change | 0 | 0 % | $371,831 | $370,827 | $-1,003 | -0.26 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 103,067 | Sold Some | -30,299 | -22.71 % | $2,292,210 | $2,286,026 | $-6,184 | -0.26 % | $1,818 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Sjw Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 2,000 | No Change | 0 | 0 % | $44,480 | $44,360 | $-120 | -0.26 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Sjw Corp |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii - Small Cap Index Fund | Small-Cap Core | 1,700 | Sold Some | -212 | -11.08 % | $37,808 | $37,706 | $-102 | -0.26 % | $13 | | | | | | News Article | History of John Hancock Funds Ii - Small Cap Index Fund Ownership Of Sjw Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 9,548 | Sold Some | -8,699 | -47.67 % | $214,448 | $211,775 | $-2,673 | -1.24 % | $2,436 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Sjw Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 9,556 | Sold Some | -365 | -3.67 % | $214,628 | $211,952 | $-2,676 | -1.24 % | $102 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Sjw Corp |
| 2009-11-05 | 2009-08-31 | N-CSR | Claymore Exchange-Traded Fund Trust 2 - Claymorenyse Arca Airline Etf | No Data | 25,330 | No Compare | | | $568,912 | $561,819 | $-7,092 | -1.24 % | | | | | | | News Article | History of Claymore Exchange-Traded Fund Trust 2 - Claymorenyse Arca Airline Etf Ownership Of Sjw Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 509,505 | Sold Some | -5,500 | -1.06 % | $11,173,445 | $11,300,821 | $127,376 | 1.13 % | $-1,375 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Sjw Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | 900 | Sold Some | -800 | -47.05 % | $19,737 | $19,962 | $225 | 1.13 % | $-200 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Sjw Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -600 | -100 % | | | | 1.13 % | $-150 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Sjw Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 10,457 | Sold Some | -213 | -1.99 % | $229,322 | $231,936 | $2,614 | 1.13 % | $-53 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Sjw Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust - Claymoremorningstar Manufacturing Super Sector Index Etf | Specialty & Misc | | Sold All | -9 | -100 % | | | | -1.07 % | $2 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Manufacturing Super Sector Index Etf Ownership Of Sjw Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust - Ing Convertible Fund | Specialty & Misc | 300 | Sold Some | -100 | -25.00 % | $6,726 | $6,654 | $-72 | -1.07 % | $24 | | | | | | News Article | History of Ing Equity Trust - Ing Convertible Fund Ownership Of Sjw Corp |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 142,161 | Added More | 844 | 0.59 % | $3,187,250 | $3,153,131 | $-34,119 | -1.07 % | $-203 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Sjw Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 4,300 | No Change | 0 | 0 % | $97,782 | $95,374 | $-2,408 | -2.46 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Sjw Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -4,299 | -100 % | | | | -2.46 % | $2,407 | | | | | | News Article | History of Blackrock Inc Ownership Of Sjw Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 43,005 | Added More | 9,472 | 28.24 % | $977,934 | $953,851 | $-24,083 | -2.46 % | $-5,304 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Sjw Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 86,703 | Added More | 2,469 | 2.93 % | $1,901,397 | $1,923,073 | $21,676 | 1.13 % | $617 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Sjw Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | River Road Asset Management Llc | Institution | 1,022,871 | Added More | 23,248 | 2.32 % | $22,431,561 | $22,687,279 | $255,718 | 1.13 % | $5,812 | | | | | | News Article | History of River Road Asset Management Llc Ownership Of Sjw Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 37,381 | Added More | 4,382 | 13.27 % | $819,765 | $829,111 | $9,345 | 1.13 % | $1,096 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Sjw Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 12,200 | No Change | 0 | 0 % | $274,012 | $270,596 | $-3,416 | -1.24 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Sjw Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 15,756 | No Change | 0 | 0 % | $359,079 | $349,468 | $-9,611 | -2.67 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Sjw Corp |
| 2009-10-15 | 2008-06-30 | 13F-HR/A | Clarivest Asset Management Llc | Institution | | Sold All | -15,400 | -100 % | | | | -2.67 % | $9,394 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Sjw Corp |
| 2009-10-14 | 2009-09-30 | 13F-HR | Messner And Smith Theme Value Investment Management Ltd | Institution | 9,200 | No Change | 0 | 0 % | $206,724 | $204,056 | $-2,668 | -1.29 % | $0 | | | | | | News Article | History of Messner And Smith Theme Value Investment Management Ltd Ownership Of Sjw Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 29,472 | Added More | 800 | 2.79 % | $656,931 | $653,689 | $-3,242 | -0.49 % | $-88 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Sjw Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 600 | New Holding | 600 | 100 % | $12,900 | $13,308 | $408 | 3.16 % | $408 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Alpine Series Trust - Alpine Dynamic Balance Fund | Specialty & Misc | 31,200 | No Change | 0 | 0 % | $718,536 | $692,016 | $-26,520 | -3.69 % | $0 | | | | | | News Article | History of Alpine Series Trust - Alpine Dynamic Balance Fund Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 39,829 | Added More | 1,200 | 3.10 % | $917,262 | $883,407 | $-33,855 | -3.69 % | $-1,020 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 14,400 | No Change | 0 | 0 % | $331,632 | $319,392 | $-12,240 | -3.69 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 500 | Added More | 200 | 66.66 % | $11,515 | $11,090 | $-425 | -3.69 % | $-170 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Small Core Index Fund | Small-Cap Core | | Sold All | -4,961 | -100 % | | | | -3.69 % | $4,217 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Small Core Index Fund Ownership Of Sjw Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 201 | No Change | 0 | 0 % | $4,629 | $4,458 | $-171 | -3.69 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Sjw Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -1,550 | -100 % | | | | -5.41 % | $1,969 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Sjw Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -2,800 | -100 % | | | | -5.41 % | $3,556 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Sjw Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 2,800 | No Change | 0 | 0 % | $65,660 | $62,104 | $-3,556 | -5.41 % | $0 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Sjw Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Cleantech Portfolio | Science & Tech | | Sold All | -895 | -100 % | | | | -5.41 % | $1,137 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Cleantech Portfolio Ownership Of Sjw Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | 3,320 | New Holding | 3,320 | 100 % | $77,854 | $73,638 | $-4,216 | -5.41 % | $-4,216 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Sjw Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Aston Funds - Astontamro Small Cap Fund | Small-Cap Core | 225,296 | Added More | 13,000 | 6.12 % | $5,120,978 | $4,997,065 | $-123,913 | -2.41 % | $-7,150 | | | | | | News Article | History of Aston Funds - Astontamro Small Cap Fund Ownership Of Sjw Corp |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Large Cap Value Fund | Large-Cap Value | 600 | No Change | 0 | 0 % | $13,770 | $13,308 | $-462 | -3.35 % | $0 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Large Cap Value Fund Ownership Of Sjw Corp |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Small Cap Index Fund | Small-Cap Core | | Sold All | -5,545 | -100 % | | | | -3.35 % | $4,270 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Small Cap Index Fund Ownership Of Sjw Corp |
| 2009-09-24 | 2009-07-31 | N-Q | Tfs Capital Investment Trust - Tfs Market Neutral Fund | Specialty & Misc | | Sold All | -27,275 | -100 % | | | | -3.35 % | $21,002 | | | | | | News Article | History of Tfs Capital Investment Trust - Tfs Market Neutral Fund Ownership Of Sjw Corp |
| 2009-09-24 | 2009-06-30 | 13F-HR/A | Credit Agricole S A | Institution | 12,150 | Sold Some | -400 | -3.18 % | $278,843 | $269,487 | $-9,356 | -3.35 % | $308 | | | | | | News Article | History of Credit Agricole S A Ownership Of Sjw Corp |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 280 | Sold Some | -30 | -9.67 % | $6,390 | $6,210 | $-179 | -2.80 % | $19 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Sjw Corp |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 603,216 | Added More | 18,921 | 3.23 % | $13,089,787 | $13,379,331 | $289,544 | 2.21 % | $9,082 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Sjw Corp |
| 2009-09-09 | 2009-06-30 | N-CSRS | Penn Series Funds Inc - Index 500 Fund | S&P 500 Index | 188 | Added More | 16 | 9.30 % | $4,162 | $4,170 | $8 | 0.18 % | $1 | | | | | | News Article | History of Penn Series Funds Inc - Index 500 Fund Ownership Of Sjw Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 350 | Sold Some | -70 | -16.66 % | $7,588 | $7,763 | $175 | 2.30 % | $-35 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Sjw Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 160 | Added More | 50 | 45.45 % | $3,469 | $3,549 | $80 | 2.30 % | $25 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Disciplined Diversification Trust | No Data | | Sold All | -300 | -100 % | | | | 3.11 % | $-201 | | | | | | News Article | History of John Hancock Trust - Disciplined Diversification Trust Ownership Of Sjw Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Small Cap Index Trust | Small-Cap Core | 9,456 | New Holding | 9,456 | 100 % | $203,399 | $209,734 | $6,336 | 3.11 % | $6,336 | | | | | | News Article | History of John Hancock Trust - Small Cap Index Trust Ownership Of Sjw Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Total Stock Market Index Trust | Specialty & Misc | 528 | Added More | 42 | 8.64 % | $11,357 | $11,711 | $354 | 3.11 % | $28 | | | | | | News Article | History of John Hancock Trust - Total Stock Market Index Trust Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | | Sold All | -800 | -100 % | | | | 3.11 % | $-536 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | 14,300 | No Change | 0 | 0 % | $307,593 | $317,174 | $9,581 | 3.11 % | $0 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Blackrock Index Funds Inc - Small Cap Index Fund | Small-Cap Core | 6,948 | Added More | 100 | 1.46 % | $149,451 | $154,107 | $4,655 | 3.11 % | $67 | | | | | | News Article | History of Blackrock Index Funds Inc - Small Cap Index Fund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 6,100 | Sold Some | -100 | -1.61 % | $131,211 | $135,298 | $4,087 | 3.11 % | $-67 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 32,280 | Added More | 10,280 | 46.72 % | $694,343 | $715,970 | $21,628 | 3.11 % | $6,888 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 25,975 | Added More | 12,160 | 88.02 % | $558,722 | $576,126 | $17,403 | 3.11 % | $8,147 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Gamco Global Series Funds Inc - Gabelli Global Telecommunications Fund | Telecommunication | 4,500 | No Change | 0 | 0 % | $96,795 | $99,810 | $3,015 | 3.11 % | $0 | | | | | | News Article | History of Gamco Global Series Funds Inc - Gabelli Global Telecommunications Fund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | | Sold All | -1,974 | -100 % | | | | 3.11 % | $-1,323 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Quantitative Master Series Trust - Master Small Cap Index Series | Small-Cap Core | 6,948 | Added More | 100 | 1.46 % | $149,451 | $154,107 | $4,655 | 3.11 % | $67 | | | | | | News Article | History of Quantitative Master Series Trust - Master Small Cap Index Series Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Sa Funds Investment Trust - Sa International Small Company Fund | Small-Cap Core | 4,400 | New Holding | 4,400 | 100 % | $94,644 | $97,592 | $2,948 | 3.11 % | $2,948 | | | | | | News Article | History of Sa Funds Investment Trust - Sa International Small Company Fund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 2,590 | Sold Some | -1,110 | -30.00 % | $55,711 | $57,446 | $1,735 | 3.11 % | $-744 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Sjw Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 16,003 | No Change | 0 | 0 % | $344,225 | $354,947 | $10,722 | 3.11 % | $0 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio | Small-Cap Value | 3,400 | Sold Some | -3,400 | -50.00 % | $73,406 | $75,412 | $2,006 | 2.73 % | $-2,006 | | | | | | News Article | History of Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 2,170 | Sold Some | -130 | -5.65 % | $46,850 | $48,131 | $1,280 | 2.73 % | $-77 | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Nationwide Variable Insurance Trust - Nvit Small Cap Index Fund | Small-Cap Core | 4,300 | Added More | 100 | 2.38 % | $92,837 | $95,374 | $2,537 | 2.73 % | $59 | | | | | | News Article | History of Nationwide Variable Insurance Trust - Nvit Small Cap Index Fund Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Value Index Portfolio | No Data | 240 | No Compare | | | $5,182 | $5,323 | $142 | 2.73 % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 6,878 | New Holding | 6,878 | 100 % | $148,496 | $152,554 | $4,058 | 2.73 % | $4,058 | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Sjw Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 2,103 | Added More | 1,895 | 911.05 % | $45,404 | $46,645 | $1,241 | 2.73 % | $1,118 | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Sjw Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | | Sold All | -3,670 | -100 % | | | | 0.81 % | $-661 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Sjw Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 1,469 | Sold Some | -1,655 | -52.97 % | $31,304 | $32,582 | $1,278 | 4.08 % | $-1,440 | | | | | | News Article | History of Amvescap Plc Ownership Of Sjw Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 52,500 | Added More | 19,100 | 57.18 % | $1,118,775 | $1,164,450 | $45,675 | 4.08 % | $16,617 | | | | | | News Article | History of Fmr Corp Ownership Of Sjw Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Santa Barbara Group Of Mutual Funds Inc - Montecito Fund | Mixed-Asset Target Allocation Growth | 15,000 | No Change | 0 | 0 % | $331,050 | $332,700 | $1,650 | 0.49 % | $0 | | | | | | News Article | History of Santa Barbara Group Of Mutual Funds Inc - Montecito Fund Ownership Of Sjw Corp |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 138 | No Change | 0 | 0 % | $3,046 | $3,061 | $15 | 0.49 % | $0 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Sjw Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund | Small-Cap Core | 4,357 | Added More | 139 | 3.29 % | $96,159 | $96,638 | $479 | 0.49 % | $15 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund Ownership Of Sjw Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund | Small-Cap Core | 744 | Added More | 273 | 57.96 % | $16,420 | $16,502 | $82 | 0.49 % | $30 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-CSR | First American Investment Funds Inc - International Fund | International Multi-Cap Core | | Sold All | -937 | -100 % | | | | 0.27 % | $-56 | | | | | | News Article | History of First American Investment Funds Inc - International Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Growth Index Fund | Multi-Cap Growth | | Sold All | -5,701 | -100 % | | | | 0.27 % | $-342 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 155,662 | Sold Some | -7,093 | -4.35 % | $3,443,243 | $3,452,583 | $9,340 | 0.27 % | $-426 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 105,067 | Added More | 4,598 | 4.57 % | $2,324,082 | $2,330,386 | $6,304 | 0.27 % | $276 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | | Sold All | -29 | -100 % | | | | 0.27 % | $-2 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 4,058 | Added More | 240 | 6.28 % | $89,763 | $90,006 | $243 | 0.27 % | $14 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 851 | Added More | 24 | 2.90 % | $18,824 | $18,875 | $51 | 0.27 % | $1 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Microcap Index Fund | Specialty & Misc | 24,470 | Added More | 6,536 | 36.44 % | $541,276 | $542,745 | $1,468 | 0.27 % | $392 | | | | | | News Article | History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Global Asset Allocation Fund | Global Flex Port | 524 | Sold Some | -61 | -10.42 % | $11,591 | $11,622 | $31 | 0.27 % | $-4 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Global Asset Allocation Fund Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Stock Portfolio | Multi-Cap Core | 577 | Sold Some | -102 | -15.02 % | $12,763 | $12,798 | $35 | 0.27 % | $-6 | | | | | | News Article | History of Seasons Series Trust - Stock Portfolio Ownership Of Sjw Corp |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 35,250 | Added More | 3,946 | 12.60 % | $779,730 | $781,845 | $2,115 | 0.27 % | $237 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Lincoln Variable Insurance Products Trust - Core Fund | Multi-Cap Core | 2,634 | New Holding | 2,634 | 100 % | $60,319 | $58,422 | $-1,896 | -3.14 % | $-1,896 | | | | | | News Article | History of Lincoln Variable Insurance Products Trust - Core Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Mgi Funds - Mgi Us Large Cap Value Equity Fund | Large-Cap Value | 12,939 | New Holding | 12,939 | 100 % | $296,303 | $286,987 | $-9,316 | -3.14 % | $-9,316 | | | | | | News Article | History of Mgi Funds - Mgi Us Large Cap Value Equity Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tamarack Funds Trust - Tamarack Microcap Value Fund | Multi-Cap Value | 15,800 | No Change | 0 | 0 % | $361,820 | $350,444 | $-11,376 | -3.14 % | $0 | | | | | | News Article | History of Tamarack Funds Trust - Tamarack Microcap Value Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 8,729 | Added More | 811 | 10.24 % | $199,894 | $193,609 | $-6,285 | -3.14 % | $-584 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | | Sold All | -389 | -100 % | | | | -3.14 % | $280 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard 500 Index Fund | S&P 500 Index | | Sold All | -261,392 | -100 % | | | | -3.14 % | $188,202 | | | | | | News Article | History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 79,743 | Added More | 2,994 | 3.90 % | $1,826,115 | $1,768,700 | $-57,415 | -3.14 % | $-2,156 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 146,061 | Added More | 4,720 | 3.33 % | $3,344,797 | $3,239,633 | $-105,164 | -3.14 % | $-3,398 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Value Index Fund | Large-Cap Value | 109,679 | New Holding | 109,679 | 100 % | $2,511,649 | $2,432,680 | $-78,969 | -3.14 % | $-78,969 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 5,500 | No Change | 0 | 0 % | $125,950 | $121,990 | $-3,960 | -3.14 % | $0 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Sjw Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 6,500 | Added More | 1,000 | 18.18 % | $148,850 | $144,170 | $-4,680 | -3.14 % | $-720 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Sjw Corp |
| 2009-08-24 | 2009-06-30 | N-CSRS | Goldman Sachs Variable Insurance Trust - Goldman Sachs Structured Small Cap Equity Fund | Gold Oriented | 4,544 | New Holding | 4,544 | 100 % | $101,695 | $100,786 | $-909 | -0.89 % | $-909 | | | | | | News Article | History of Goldman Sachs Variable Insurance Trust - Goldman Sachs Structured Small Cap Equity Fund Ownership Of Sjw Corp |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 12,900 | Sold Some | -3,700 | -22.28 % | $288,702 | $286,122 | $-2,580 | -0.89 % | $740 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Sjw Corp |
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