MVP
SJI

Missouri Valley Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Missouri Valley 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
2013
Q3 		$611K Buy
20,862
+454
+2% +$13.4K 0.23% 144
2013
Q2 		$586K Buy
+20,408
New +$597K 0.23% 143

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Missouri Valley Partners's SJI Position: Q3 2013 in Review

Missouri Valley Partners increased its South Jersey Industries, Inc. (SJI) stake by 2.2% in Q3 2013, buying an estimated $13.4K and bringing the position to 20,862 shares worth $611K. The position accounts for 0.23% of the portfolio, ranked #144.

Missouri Valley Partners first reported a position in SJI in Q2 2013 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold SJI as of Q3 2013.

  • Missouri Valley Partners held 20,862 shares of South Jersey Industries, Inc. worth $611K as of Q3 2013.
  • Missouri Valley Partners bought 454 South Jersey Industries, Inc. shares in Q3 2013, an estimated $13.4K.
  • South Jersey Industries, Inc. made up 0.23% of Missouri Valley Partners's portfolio in Q3 2013, its #144 holding.
  • Missouri Valley Partners first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.