ZCA
SJI

Zeke Capital Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Zeke Capital Advisors’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
2018
Q4 		– Sell
-6,674
Closed -$235K – 672
2018
Q3 		$235K Sell
6,674
-1,644
-20% -$55.8K 0.02% 576
2018
Q2 		$278K Hold
8,318
– – 0.03% 430
2018
Q1 		$234K Buy
8,318
+1,655
+25% +$46.5K 0.02% 523
2017
Q4 		$208K Buy
+6,663
New +$220K 0.02% 501
2014
Q1 		– Sell
-20,396
Closed -$571K – 62
2013
Q4 		$571K Buy
20,396
+396
+2% +$11.3K 0.52% 29
2013
Q3 		$586K Buy
+20,000
New +$590K 0.55% 28

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zeke Capital Advisors's SJI Position: Q4 2018 in Review

Zeke Capital Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 6,674 shares — an estimated $235K sold.

Zeke Capital Advisors first reported a position in SJI in Q3 2013 and held it in 6 quarters. The position peaked at $586K in Q3 2013. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • Zeke Capital Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 6,674 South Jersey Industries, Inc. shares in Q4 2018, an estimated $235K.
  • Zeke Capital Advisors first reported a position in South Jersey Industries, Inc. in Q3 2013 and held it in 6 quarters.
  • Zeke Capital Advisors's South Jersey Industries, Inc. position peaked at $586K in Q3 2013.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Zeke Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.