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

Bruderman Asset 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
2019 Q2	–	Sell	-563	Closed	-$18K	–	615
2019 Q1	$18K	Buy	563 +5	+0.9%	+$151	﹤0.01%	381
2018 Q4	$16K	Buy	558 +10	+2%	+$317	﹤0.01%	381
2018 Q3	$19K	Sell	548 -407	-43%	-$13.8K	﹤0.01%	260
2018 Q2	$32K	Sell	955 -2,172	-69%	-$68.1K	0.01%	243
2018 Q1	$88K	Buy	+3,127	New	+$87.9K	0.02%	171
2017 Q3	–	Sell	-2,103	Closed	-$72K	–	333
2017 Q2	$72K	Buy	+2,103	New	+$76.3K	0.02%	180
2017 Q1	–	Sell	-2,087	Closed	-$70K	–	336
2016 Q4	$70K	Buy	2,087 +34	+2%	+$1.06K	0.02%	173
2016 Q3	$61K	Buy	2,053 +16	+0.8%	+$490	0.02%	183
2016 Q2	$64K	Buy	+2,037	New	+$58.4K	0.02%	186
2015 Q3	–	Sell	-2,022	Closed	-$50K	–	455
2015 Q2	$50K	Buy	2,022 +412	+26%	+$10.8K	0.02%	220
2015 Q1	$44K	Buy	+1,610	New	+$45.9K	0.02%	226

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Bruderman Asset Management's SJI Position: Q2 2019 in Review

Bruderman Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2019, closing a stake of 563 shares — an estimated $18K sold.

Bruderman Asset Management first reported a position in SJI in Q1 2015 and held it in 11 quarters. The position peaked at $88K in Q1 2018. 242 funds tracked by Wall St. Rank hold SJI as of Q2 2019.

Bruderman Asset Management reported no remaining South Jersey Industries, Inc. position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 563 South Jersey Industries, Inc. shares in Q2 2019, an estimated $18K.
Bruderman Asset Management first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 11 quarters.
Bruderman Asset Management's South Jersey Industries, Inc. position peaked at $88K in Q1 2018.
242 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.