Equitec Specialists’s South Jersey Industries, Inc. SJIU Stock Holding History

Equitec Specialists’s Portfolio SJIU Stock Details SJIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,149	Closed	-$319K	–	168
2019 Q4	$319K	Sell	6,149 -225,496	-97%	-$11.5M	0.09%	75
2019 Q3	$12M	Sell	231,645 -11,216	-5%	-$587K	2.76%	9
2019 Q2	$12.9M	Buy	242,861 +131,270	+118%	+$6.84M	3.37%	11
2019 Q1	$5.76M	Buy	111,591 +92,446	+483%	+$4.61M	1.1%	20
2018 Q4	$898K	Sell	19,145 -23,684	-55%	-$1.22M	0.25%	41
2018 Q3	$2.4M	Sell	42,829 -36,326	-46%	-$2M	0.53%	24
2018 Q2	$4.34M	Buy	+79,155	New	+$4.23M	0.46%	30

Other funds holding SJIU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitec Specialists's SJIU Position: Q1 2020 in Review

Equitec Specialists sold out of South Jersey Industries, Inc. (SJIU) in Q1 2020, closing a stake of 6,149 shares — an estimated $319K sold.

Equitec Specialists first reported a position in SJIU in Q2 2018 and held it in 7 quarters. The position peaked at $12.9M in Q2 2019. 27 funds tracked by Wall St. Rank hold SJIU as of Q1 2020.

Equitec Specialists reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
Equitec Specialists sold 6,149 South Jersey Industries, Inc. shares in Q1 2020, an estimated $319K.
Equitec Specialists first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 7 quarters.
Equitec Specialists's South Jersey Industries, Inc. position peaked at $12.9M in Q2 2019.
27 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Equitec Specialists's 13F filing for Q1 2020, filed 23 Apr 2020.