CAAS
SJI

Capital Asset Advisory Services’s South Jersey Industries, Inc. SJI Stock Holding History

Capital Asset Advisory 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
2020
Q1 		– Sell
-10,853
Closed -$345K – 630
2019
Q4 		$345K Buy
+10,853
New +$342K 0.08% 240

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Asset Advisory Services's SJI Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 10,853 shares — an estimated $345K sold.

Capital Asset Advisory Services first reported a position in SJI in Q4 2019 and held it in 1 quarter. The position peaked at $345K in Q4 2019. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,853 South Jersey Industries, Inc. shares in Q1 2020, an estimated $345K.
  • Capital Asset Advisory Services first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's South Jersey Industries, Inc. position peaked at $345K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.