COPM
SJI

Charter Oak Partners Management’s South Jersey Industries, Inc. SJI Stock Holding History

Charter Oak Partners Management’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-52,164
Closed -$1.46M – 38
2014
Q1 		$1.46M Hold
52,164
– – 1.05% 25
2013
Q4 		$1.46M Sell
52,164
-178
-0.3% -$4.98K 1.03% 29
2013
Q3 		$1.53M Hold
52,342
– – 1.21% 24
2013
Q2 		$1.5M Buy
+52,342
New +$1.5M 1.21% 25