Invictus RG’s South Jersey Industries, Inc. SJI Stock Holding History

Invictus RG’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
2017 Q1	–	Sell	-10,492	Closed	-$353K	–	866
2016 Q4	$353K	Buy	+10,492	New	+$327K	0.24%	152

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invictus RG's SJI Position: Q1 2017 in Review

Invictus RG sold out of South Jersey Industries, Inc. (SJI) in Q1 2017, closing a stake of 10,492 shares — an estimated $353K sold.

Invictus RG first reported a position in SJI in Q4 2016 and held it in 1 quarter. The position peaked at $353K in Q4 2016. 213 funds tracked by Wall St. Rank hold SJI as of Q1 2017.

Invictus RG reported no remaining South Jersey Industries, Inc. position as of Q1 2017 after selling out during the quarter.
Invictus RG sold 10,492 South Jersey Industries, Inc. shares in Q1 2017, an estimated $353K.
Invictus RG first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 1 quarter.
Invictus RG's South Jersey Industries, Inc. position peaked at $353K in Q4 2016.
213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2017.

Based on Invictus RG's 13F filing for Q1 2017, filed 12 May 2017.