IH
SJI

IFC Holdings’s South Jersey Industries, Inc. SJI Stock Holding History

IFC Holdings’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
2015
Q2 		– Sell
-7,480
Closed -$203K – 406
2015
Q1 		$203K Sell
7,480
-1,636
-18% -$46.7K 0.03% 352
2014
Q4 		$273K Buy
9,116
+1,416
+18% +$40.5K 0.05% 291
2014
Q3 		$207K Buy
+7,700
New +$216K 0.04% 326

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFC Holdings's SJI Position: Q2 2015 in Review

IFC Holdings sold out of South Jersey Industries, Inc. (SJI) in Q2 2015, closing a stake of 7,480 shares — an estimated $203K sold.

IFC Holdings first reported a position in SJI in Q3 2014 and held it in 3 quarters. The position peaked at $273K in Q4 2014. 181 funds tracked by Wall St. Rank hold SJI as of Q2 2015.

  • IFC Holdings reported no remaining South Jersey Industries, Inc. position as of Q2 2015 after selling out during the quarter.
  • IFC Holdings sold 7,480 South Jersey Industries, Inc. shares in Q2 2015, an estimated $203K.
  • IFC Holdings first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 3 quarters.
  • IFC Holdings's South Jersey Industries, Inc. position peaked at $273K in Q4 2014.
  • 181 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2015.

Based on IFC Holdings's 13F filing for Q2 2015, filed 3 Aug 2015.