CCB
SJI

Cutter & Co Brokerage’s South Jersey Industries, Inc. SJI Stock Holding History

Cutter & Co Brokerage’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
2018
Q3 		– Sell
-47,415
Closed -$1.59M – 291
2018
Q2 		$1.59M Sell
47,415
-34,580
-42% -$1.08M 0.61% 47
2018
Q1 		$2.31M Buy
81,995
+5,985
+8% +$168K 0.91% 27
2017
Q4 		$2.37M Sell
76,010
-3,115
-4% -$103K 0.98% 26
2017
Q3 		$2.73M Sell
79,125
-7,745
-9% -$269K 1.08% 22
2017
Q2 		$2.97M Sell
86,870
-11,556
-12% -$419K 1.17% 19
2017
Q1 		$3.51M Sell
98,426
-7,491
-7% -$251K 1.45% 12
2016
Q4 		$3.57M Sell
105,917
-1,180
-1% -$36.8K 1.48% 12
2016
Q3 		$3.17M Sell
107,097
-7,273
-6% -$223K 1.38% 14
2016
Q2 		$3.62M Sell
114,370
-1,397
-1% -$40.1K 1.54% 12
2016
Q1 		$3.29M Sell
115,767
-5,051
-4% -$129K 1.52% 11
2015
Q4 		$2.84M Buy
120,818
+1,872
+2% +$45.9K 1.33% 18
2015
Q3 		$3M Buy
118,946
+1,458
+1% +$35.6K 1.48% 16
2015
Q2 		$2.9M Buy
117,488
+6,318
+6% +$165K 1.16% 20
2015
Q1 		$3.02M Buy
111,170
+560
+0.5% +$16K 1.23% 22
2014
Q4 		$3.26M Sell
110,610
-954
-0.9% -$27.3K 1.24% 16
2014
Q3 		$2.98M Buy
111,564
+494
+0.4% +$13.9K 1.14% 26
2014
Q2 		$3.35M Buy
111,070
+336
+0.3% +$9.58K 1.23% 16
2014
Q1 		$3.11M Buy
110,734
+10,610
+11% +$291K 1.22% 16
2013
Q4 		$2.8M Buy
100,124
+794
+0.8% +$22.7K 1.3% 18
2013
Q3 		$2.91M Sell
99,330
-154
-0.2% -$4.54K 1.3% 15
2013
Q2 		$2.86M Buy
+99,484
New +$2.91M 1.36% 18

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Cutter & Co Brokerage's SJI Position: Q3 2018 in Review

Cutter & Co Brokerage sold out of South Jersey Industries, Inc. (SJI) in Q3 2018, closing a stake of 47,415 shares — an estimated $1.59M sold.

Cutter & Co Brokerage first reported a position in SJI in Q2 2013 and held it in 21 quarters. The position peaked at $3.62M in Q2 2016. 245 funds tracked by Wall St. Rank hold SJI as of Q3 2018.

  • Cutter & Co Brokerage reported no remaining South Jersey Industries, Inc. position as of Q3 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 47,415 South Jersey Industries, Inc. shares in Q3 2018, an estimated $1.59M.
  • Cutter & Co Brokerage first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 21 quarters.
  • Cutter & Co Brokerage's South Jersey Industries, Inc. position peaked at $3.62M in Q2 2016.
  • 245 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2018.

Based on Cutter & Co Brokerage's 13F filing for Q3 2018, filed 12 Oct 2018.