NCCM
SJI

Nine Chapters Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Nine Chapters Capital Management’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
-24,100
Closed -$609K – 641
2015
Q3 		$609K Sell
24,100
-8,200
-25% -$200K 0.05% 501
2015
Q2 		$799K Buy
+32,300
New +$844K 0.07% 406
2014
Q4 		– Sell
-19,200
Closed -$512K – 1242
2014
Q3 		$512K Buy
+19,200
New +$539K 0.05% 512

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

Nine Chapters Capital Management's SJI Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2015, closing a stake of 24,100 shares — an estimated $609K sold.

Nine Chapters Capital Management first reported a position in SJI in Q3 2014 and held it in 3 quarters. The position peaked at $799K in Q2 2015. 195 funds tracked by Wall St. Rank hold SJI as of Q4 2015.

  • Nine Chapters Capital Management reported no remaining South Jersey Industries, Inc. position as of Q4 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 24,100 South Jersey Industries, Inc. shares in Q4 2015, an estimated $609K.
  • Nine Chapters Capital Management first reported a position in South Jersey Industries, Inc. in Q3 2014 and held it in 3 quarters.
  • Nine Chapters Capital Management's South Jersey Industries, Inc. position peaked at $799K in Q2 2015.
  • 195 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.