Capstone Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Capstone Investment Advisors’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
2023 Q1	–	Sell	-6,500	Closed	-$231K	–	1809
2022 Q4	$231K	Buy	+6,500	New	+$225K	﹤0.01%	1278

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Capstone Investment Advisors's SJI Position: Q2 2017 in Review

Capstone Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2017, closing a stake of 20,299 shares — an estimated $723K sold.

Capstone Investment Advisors first reported a position in SJI in Q1 2017 and held it in 1 quarter. The position peaked at $723K in Q1 2017. 215 funds tracked by Wall St. Rank hold SJI as of Q2 2017.

Capstone Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2017 after selling out during the quarter.
Capstone Investment Advisors sold 20,299 South Jersey Industries, Inc. shares in Q2 2017, an estimated $723K.
Capstone Investment Advisors first reported a position in South Jersey Industries, Inc. in Q1 2017 and held it in 1 quarter.
Capstone Investment Advisors's South Jersey Industries, Inc. position peaked at $723K in Q1 2017.
215 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.