WCM
SJI

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

Wealthcare 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
Q2 		– Sell
-424
Closed -$12K – 911
2015
Q1 		$12K Buy
+424
New +$12.1K ﹤0.01% 474

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's SJI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2015, closing a stake of 424 shares — an estimated $12K sold.

Wealthcare Capital Management first reported a position in SJI in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 182 funds tracked by Wall St. Rank hold SJI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining South Jersey Industries, Inc. position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 424 South Jersey Industries, Inc. shares in Q2 2015, an estimated $12K.
  • Wealthcare Capital Management first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's South Jersey Industries, Inc. position peaked at $12K in Q1 2015.
  • 182 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.