TC
SJI

Trust Company’s South Jersey Industries, Inc. SJI Stock Holding History

Trust Company’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
-9,895
Closed -$292K – 412
2016
Q3 		$292K Buy
+9,895
New +$303K 0.13% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trust Company's SJI Position: Q4 2016 in Review

Trust Company sold out of South Jersey Industries, Inc. (SJI) in Q4 2016, closing a stake of 9,895 shares — an estimated $292K sold.

Trust Company first reported a position in SJI in Q3 2016 and held it in 1 quarter. The position peaked at $292K in Q3 2016. 221 funds tracked by Wall St. Rank hold SJI as of Q4 2016.

  • Trust Company reported no remaining South Jersey Industries, Inc. position as of Q4 2016 after selling out during the quarter.
  • Trust Company sold 9,895 South Jersey Industries, Inc. shares in Q4 2016, an estimated $292K.
  • Trust Company first reported a position in South Jersey Industries, Inc. in Q3 2016 and held it in 1 quarter.
  • Trust Company's South Jersey Industries, Inc. position peaked at $292K in Q3 2016.
  • 221 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2016.

Based on Trust Company's 13F filing for Q4 2016, filed 12 Jan 2017.