CFA
SJI

CT Financial Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

CT Financial 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
2015
Q4 		– Sell
-3,264
Closed -$82.4K – 651
2015
Q3 		$82.4K Hold
3,264
– – 0.05% 234
2015
Q2 		$80.7K Hold
3,264
– – 0.05% 248
2015
Q1 		$88.6K Hold
3,264
– – 0.05% 240
2014
Q4 		$96.2K Buy
+3,264
New +$93.3K 0.07% 175
2014
Q1 		$88.6K Buy
+3,264
New +$89.6K 0.05% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's SJI Position: Q4 2015 in Review

CT Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2015, closing a stake of 3,264 shares — an estimated $82.4K sold.

CT Financial Advisors first reported a position in SJI in Q1 2014 and held it in 5 quarters. The position peaked at $96.2K in Q4 2014. 194 funds tracked by Wall St. Rank hold SJI as of Q4 2015.

  • CT Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2015 after selling out during the quarter.
  • CT Financial Advisors sold 3,264 South Jersey Industries, Inc. shares in Q4 2015, an estimated $82.4K.
  • CT Financial Advisors first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 5 quarters.
  • CT Financial Advisors's South Jersey Industries, Inc. position peaked at $96.2K in Q4 2014.
  • 194 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2015.

Based on CT Financial Advisors's 13F filing for Q4 2015, filed 5 Jan 2016.