CMANY
SJI

Capital Management Associates (New York)’s South Jersey Industries, Inc. SJI Stock Holding History

Capital Management Associates (New York)’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
Q1 		– Sell
-8,000
Closed -$224K – 141
2013
Q4 		$224K Hold
8,000
– – 0.33% 115
2013
Q3 		$234K Hold
8,000
– – 0.36% 113
2013
Q2 		$230K Buy
+8,000
New +$234K 0.38% 115

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Capital Management Associates (New York)'s SJI Position: Q1 2014 in Review

Capital Management Associates (New York) sold out of South Jersey Industries, Inc. (SJI) in Q1 2014, closing a stake of 8,000 shares — an estimated $224K sold.

Capital Management Associates (New York) first reported a position in SJI in Q2 2013 and held it in 3 quarters. The position peaked at $234K in Q3 2013. 165 funds tracked by Wall St. Rank hold SJI as of Q1 2014.

  • Capital Management Associates (New York) reported no remaining South Jersey Industries, Inc. position as of Q1 2014 after selling out during the quarter.
  • Capital Management Associates (New York) sold 8,000 South Jersey Industries, Inc. shares in Q1 2014, an estimated $224K.
  • Capital Management Associates (New York) first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 3 quarters.
  • Capital Management Associates (New York)'s South Jersey Industries, Inc. position peaked at $234K in Q3 2013.
  • 165 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2014.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2014, filed 13 May 2014.