WCBA
SJI

Weaver C. Barksdale & Associates’s South Jersey Industries, Inc. SJI Stock Holding History

Weaver C. Barksdale & Associates’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
Q4 		– Sell
-4,150
Closed -$122K – 568
2013
Q3 		$122K Hold
4,150
– – 0.11% 110
2013
Q2 		$119K Buy
+4,150
New +$121K 0.12% 105

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 18.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Weaver C. Barksdale & Associates's SJI Position: Q4 2013 in Review

Weaver C. Barksdale & Associates sold out of South Jersey Industries, Inc. (SJI) in Q4 2013, closing a stake of 4,150 shares — an estimated $122K sold.

Weaver C. Barksdale & Associates first reported a position in SJI in Q2 2013 and held it in 2 quarters. The position peaked at $122K in Q3 2013. 154 funds tracked by Wall St. Rank hold SJI as of Q4 2013.

  • Weaver C. Barksdale & Associates reported no remaining South Jersey Industries, Inc. position as of Q4 2013 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 4,150 South Jersey Industries, Inc. shares in Q4 2013, an estimated $122K.
  • Weaver C. Barksdale & Associates first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 2 quarters.
  • Weaver C. Barksdale & Associates's South Jersey Industries, Inc. position peaked at $122K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2013.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2013, filed 17 Jan 2014.