CWA
SJI

Clarus Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Clarus Wealth 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
2019
Q2 		– Sell
-934
Closed -$30K – 719
2019
Q1 		$30K Hold
934
– – 0.02% 364
2018
Q4 		$26K Buy
934
+12
+1% +$380 0.04% 364
2018
Q3 		$33K Buy
922
+11
+1% +$373 0.02% 356
2018
Q2 		$26K Buy
+911
New +$28.6K 0.02% 389

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
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

Clarus Wealth Advisors's SJI Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2019, closing a stake of 934 shares — an estimated $30K sold.

Clarus Wealth Advisors first reported a position in SJI in Q2 2018 and held it in 4 quarters. The position peaked at $33K in Q3 2018. 242 funds tracked by Wall St. Rank hold SJI as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 934 South Jersey Industries, Inc. shares in Q2 2019, an estimated $30K.
  • Clarus Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's South Jersey Industries, Inc. position peaked at $33K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.