CCA
SJI

Checchi Capital Advisers’s South Jersey Industries, Inc. SJI Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-77
Closed -$2K – 1307
2016
Q2 		$2K Hold
77
– – ﹤0.01% 1530
2016
Q1 		$2K Buy
+77
New +$1.97K ﹤0.01% 1538

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 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Checchi Capital Advisers's SJI Position: Q3 2016 in Review

Checchi Capital Advisers sold out of South Jersey Industries, Inc. (SJI) in Q3 2016, closing a stake of 77 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in SJI in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 209 funds tracked by Wall St. Rank hold SJI as of Q3 2016.

  • Checchi Capital Advisers reported no remaining South Jersey Industries, Inc. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 77 South Jersey Industries, Inc. shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's South Jersey Industries, Inc. position peaked at $2K in Q2 2016.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.