Moors & Cabot’s South Jersey Industries, Inc. SJI Stock Holding History

Moors & Cabot’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	-12,507	Closed	-$373K	–	599
2016 Q3	$373K	Sell	12,507 -191	-2%	-$5.85K	0.06%	330
2016 Q2	$403K	Buy	12,698 +1,804	+17%	+$51.8K	0.07%	300
2016 Q1	$307K	Buy	10,894 +415	+4%	+$10.6K	0.06%	344
2015 Q4	$246K	Sell	10,479 -792	-7%	-$19.4K	0.05%	404
2015 Q3	$282K	Buy	11,271 +3	+0%	+$73	0.05%	379
2015 Q2	$281K	Buy	11,268 +804	+8%	+$21K	0.05%	403
2015 Q1	$284K	Buy	10,464 +1,400	+15%	+$39.9K	0.05%	394
2014 Q4	$268K	Buy	9,064 +806	+10%	+$23K	0.05%	400
2014 Q3	$223K	Buy	+8,258	New	+$232K	0.04%	453

Other funds holding SJI

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moors & Cabot's SJI Position: Q4 2016 in Review

Moors & Cabot sold out of South Jersey Industries, Inc. (SJI) in Q4 2016, closing a stake of 12,507 shares — an estimated $373K sold.

Moors & Cabot first reported a position in SJI in Q3 2014 and held it in 9 quarters. The position peaked at $403K in Q2 2016. 221 funds tracked by Wall St. Rank hold SJI as of Q4 2016.

Moors & Cabot reported no remaining South Jersey Industries, Inc. position as of Q4 2016 after selling out during the quarter.
Moors & Cabot sold 12,507 South Jersey Industries, Inc. shares in Q4 2016, an estimated $373K.
Moors & Cabot first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 9 quarters.
Moors & Cabot's South Jersey Industries, Inc. position peaked at $403K in Q2 2016.
221 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2016.

Based on Moors & Cabot's 13F filing for Q4 2016, filed 13 Feb 2017.