CAL
SJI

Capital Analysts LLC’s South Jersey Industries, Inc. SJI Stock Holding History

Capital Analysts LLC’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
2015
Q1 		– Sell
-32,488
Closed -$957K – 416
2014
Q4 		$957K Buy
32,488
+2,424
+8% +$69.3K 0.21% 100
2014
Q3 		$802K Buy
+30,064
New +$844K 0.19% 106

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Analysts LLC's SJI Position: Q1 2015 in Review

Capital Analysts LLC sold out of South Jersey Industries, Inc. (SJI) in Q1 2015, closing a stake of 32,488 shares — an estimated $957K sold.

Capital Analysts LLC first reported a position in SJI in Q3 2014 and held it in 2 quarters. The position peaked at $957K in Q4 2014. 180 funds tracked by Wall St. Rank hold SJI as of Q1 2015.

  • Capital Analysts LLC reported no remaining South Jersey Industries, Inc. position as of Q1 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 32,488 South Jersey Industries, Inc. shares in Q1 2015, an estimated $957K.
  • Capital Analysts LLC first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 2 quarters.
  • Capital Analysts LLC's South Jersey Industries, Inc. position peaked at $957K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2015.

Based on Capital Analysts LLC's 13F filing for Q1 2015, filed 30 Apr 2015.