AIA
SJI

Allegis Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Allegis Investment Advisors’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
Q1 		– Sell
-218
Closed -$5K – 963
2015
Q4 		$5K Buy
+218
New +$5.34K ﹤0.01% 856

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 18.14% 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 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allegis Investment Advisors's SJI Position: Q1 2016 in Review

Allegis Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2016, closing a stake of 218 shares — an estimated $5K sold.

Allegis Investment Advisors first reported a position in SJI in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 202 funds tracked by Wall St. Rank hold SJI as of Q1 2016.

  • Allegis Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 218 South Jersey Industries, Inc. shares in Q1 2016, an estimated $5K.
  • Allegis Investment Advisors first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's South Jersey Industries, Inc. position peaked at $5K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.