AIM
SJI

Assured Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Assured Investment 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
2018
Q4 		– Sell
-996
Closed -$35K – 1376
2018
Q3 		$35K Buy
+996
New +$33.8K ﹤0.01% 1109
2018
Q2 		– Sell
-21,547
Closed -$607K – 1368
2018
Q1 		$607K Buy
+21,547
New +$606K 0.01% 704

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return

Assured Investment Management's SJI Position: Q4 2018 in Review

Assured Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 996 shares — an estimated $35K sold.

Assured Investment Management first reported a position in SJI in Q1 2018 and held it in 2 quarters. The position peaked at $607K in Q1 2018. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • Assured Investment Management reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 996 South Jersey Industries, Inc. shares in Q4 2018, an estimated $35K.
  • Assured Investment Management first reported a position in South Jersey Industries, Inc. in Q1 2018 and held it in 2 quarters.
  • Assured Investment Management's South Jersey Industries, Inc. position peaked at $607K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.