Luther King Capital Management (LKCM)
SJI

Luther King Capital Management (LKCM)’s South Jersey Industries, Inc. SJI Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q3 		– Sell
-9,520
Closed -$273K – 703
2013
Q2 		$273K Buy
+9,520
New +$278K ﹤0.01% 614

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SJI Position: Q3 2013 in Review

Luther King Capital Management (LKCM) sold out of South Jersey Industries, Inc. (SJI) in Q3 2013, closing a stake of 9,520 shares — an estimated $273K sold.

Luther King Capital Management (LKCM) first reported a position in SJI in Q2 2013 and held it in 1 quarter. The position peaked at $273K in Q2 2013. 150 funds tracked by Wall St. Rank hold SJI as of Q3 2013.

  • Luther King Capital Management (LKCM) reported no remaining South Jersey Industries, Inc. position as of Q3 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 9,520 South Jersey Industries, Inc. shares in Q3 2013, an estimated $273K.
  • Luther King Capital Management (LKCM) first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s South Jersey Industries, Inc. position peaked at $273K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2013, filed 13 Nov 2013.