ACS
SJI

Archford Capital Strategies’s South Jersey Industries, Inc. SJI Stock Holding History

Archford Capital Strategies’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
2014
Q2 		– Sell
-482
Closed -$13.5K – 960
2014
Q1 		$13.5K Buy
+482
New +$13.2K 0.01% 379

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 18.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Archford Capital Strategies's SJI Position: Q2 2014 in Review

Archford Capital Strategies sold out of South Jersey Industries, Inc. (SJI) in Q2 2014, closing a stake of 482 shares — an estimated $13.5K sold.

Archford Capital Strategies first reported a position in SJI in Q1 2014 and held it in 1 quarter. The position peaked at $13.5K in Q1 2014. 166 funds tracked by Wall St. Rank hold SJI as of Q2 2014.

  • Archford Capital Strategies reported no remaining South Jersey Industries, Inc. position as of Q2 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 482 South Jersey Industries, Inc. shares in Q2 2014, an estimated $13.5K.
  • Archford Capital Strategies first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 1 quarter.
  • Archford Capital Strategies's South Jersey Industries, Inc. position peaked at $13.5K in Q1 2014.
  • 166 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2014.

Based on Archford Capital Strategies's 13F filing for Q2 2014, filed 1 Oct 2014.