OTC
SJIU

Opera Trading Capital’s South Jersey Industries, Inc. SJIU Stock Holding History

Opera Trading Capital’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
2018
Q4 		$9.04M Buy
195,000
+60,000
+44% +$3.1M 2.16% 20
2018
Q3 		$7.58M Sell
135,000
-25,000
-16% -$1.37M 1.43% 25
2018
Q2 		$8.74M Buy
+160,000
New +$8.55M 1.39% 26

Other funds holding SJIU

Manulife (Manufacturers Life Insurance)
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Opera Trading Capital's SJIU Position: Q4 2018 in Review

Opera Trading Capital increased its South Jersey Industries, Inc. (SJIU) stake by 44% in Q4 2018, buying an estimated $3.1M and bringing the position to 195,000 shares worth $9.04M. The position accounts for 2.16% of the portfolio, ranked #20.

Opera Trading Capital first reported a position in SJIU in Q2 2018 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold SJIU as of Q4 2018.

  • Opera Trading Capital held 195,000 shares of South Jersey Industries, Inc. worth $9.04M as of Q4 2018.
  • Opera Trading Capital bought 60,000 South Jersey Industries, Inc. shares in Q4 2018, an estimated $3.1M.
  • South Jersey Industries, Inc. made up 2.16% of Opera Trading Capital's portfolio in Q4 2018, its #20 holding.
  • Opera Trading Capital first reported a position in South Jersey Industries, Inc. in Q2 2018 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Opera Trading Capital's 13F filing for Q4 2018, filed 22 Jan 2019.