FIM
SJI

Freedom Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Freedom Investment 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
2016
Q4 		– Sell
-7,405
Closed -$219K – 1068
2016
Q3 		$219K Sell
7,405
-196
-3% -$6K 0.01% 783
2016
Q2 		$240K Buy
+7,601
New +$218K 0.02% 683

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's SJI Position: Q4 2016 in Review

Freedom Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2016, closing a stake of 7,405 shares — an estimated $219K sold.

Freedom Investment Management first reported a position in SJI in Q2 2016 and held it in 2 quarters. The position peaked at $240K in Q2 2016. 222 funds tracked by Wall St. Rank hold SJI as of Q4 2016.

  • Freedom Investment Management reported no remaining South Jersey Industries, Inc. position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 7,405 South Jersey Industries, Inc. shares in Q4 2016, an estimated $219K.
  • Freedom Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 2 quarters.
  • Freedom Investment Management's South Jersey Industries, Inc. position peaked at $240K in Q2 2016.
  • 222 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.