BAMG
SJI

Brand Asset Management Group’s South Jersey Industries, Inc. SJI Stock Holding History

Brand Asset Management Group’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
2019
Q3 		– Sell
-400
Closed -$13K – 331
2019
Q2 		$13K Hold
400
– – 0.01% 226
2019
Q1 		$13K Hold
400
– – 0.01% 203
2018
Q4 		$11K Buy
+400
New +$12.7K 0.01% 176

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Brand Asset Management Group's SJI Position: Q3 2019 in Review

Brand Asset Management Group sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 400 shares — an estimated $13K sold.

Brand Asset Management Group first reported a position in SJI in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

  • Brand Asset Management Group reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 400 South Jersey Industries, Inc. shares in Q3 2019, an estimated $13K.
  • Brand Asset Management Group first reported a position in South Jersey Industries, Inc. in Q4 2018 and held it in 3 quarters.
  • Brand Asset Management Group's South Jersey Industries, Inc. position peaked at $13K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Brand Asset Management Group's 13F filing for Q3 2019, filed 18 Oct 2019.