MSI Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

MSI Financial Services’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	$62K	Hold	1,846	–	–	﹤0.01%	1753
2016 Q3	$55K	Hold	1,846	–	–	﹤0.01%	1776
2016 Q2	$58K	Sell	1,846 -818	-31%	-$23.5K	﹤0.01%	1746
2016 Q1	$76K	Hold	2,664	–	–	﹤0.01%	1502
2015 Q4	$63K	Buy	2,664 +1,026	+63%	+$25.1K	﹤0.01%	1580
2015 Q3	$41K	Hold	1,638	–	–	﹤0.01%	1311
2015 Q2	$41K	Buy	1,638 +818	+100%	+$21.4K	﹤0.01%	1424
2015 Q1	$22K	Sell	820 -108	-12%	-$3.08K	﹤0.01%	1769
2014 Q4	$27K	Hold	928	–	–	﹤0.01%	1388
2014 Q3	$25K	Hold	928	–	–	﹤0.01%	1410
2014 Q2	$28K	Buy	928 +820	+759%	+$23.4K	﹤0.01%	1351
2014 Q1	$3K	Hold	108	–	–	﹤0.01%	2215
2013 Q4	$3K	Hold	108	–	–	﹤0.01%	2184
2013 Q3	$3K	Hold	108	–	–	﹤0.01%	1891
2013 Q2	$3K	Buy	+108	New	+$3.16K	﹤0.01%	2032

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

MSI Financial Services's SJI Position: Q4 2016 in Review

MSI Financial Services held its South Jersey Industries, Inc. (SJI) position steady in Q4 2016 at 1,846 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

MSI Financial Services first reported a position in SJI in Q2 2013 and has held it in 15 quarters since. The position peaked at $76K in Q1 2016. 222 funds tracked by Wall St. Rank hold SJI as of Q4 2016.

MSI Financial Services held 1,846 shares of South Jersey Industries, Inc. worth $62K as of Q4 2016.
MSI Financial Services left its South Jersey Industries, Inc. share count unchanged in Q4 2016.
South Jersey Industries, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1753 holding.
MSI Financial Services first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's South Jersey Industries, Inc. position peaked at $76K in Q1 2016.
222 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.