LCP
SJI

Longbow Capital Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Longbow Capital Partners’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
-73,380
Closed -$1.73M – 35
2015
Q4 		$1.73M Buy
73,380
+27,600
+60% +$676K 3.4% 15
2015
Q3 		$1.16M Buy
+45,780
New +$1.12M 3.36% 11

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
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 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return

Longbow Capital Partners's SJI Position: Q1 2016 in Review

Longbow Capital Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2016, closing a stake of 73,380 shares — an estimated $1.73M sold.

Longbow Capital Partners first reported a position in SJI in Q3 2015 and held it in 2 quarters. The position peaked at $1.73M in Q4 2015. 201 funds tracked by Wall St. Rank hold SJI as of Q1 2016.

  • Longbow Capital Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2016 after selling out during the quarter.
  • Longbow Capital Partners sold 73,380 South Jersey Industries, Inc. shares in Q1 2016, an estimated $1.73M.
  • Longbow Capital Partners first reported a position in South Jersey Industries, Inc. in Q3 2015 and held it in 2 quarters.
  • Longbow Capital Partners's South Jersey Industries, Inc. position peaked at $1.73M in Q4 2015.
  • 201 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2016.

Based on Longbow Capital Partners's 13F filing for Q1 2016, filed 16 May 2016.