Cordasco Financial Network’s South Jersey Industries, Inc. SJI Stock Holding History

Cordasco Financial Network’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	-450	Closed	-$14K	–	525
2019 Q1	$14K	Buy	+450	New	+$13.6K	0.01%	270
2018 Q4	–	Sell	-14,000	Closed	-$494K	–	414
2018 Q3	$494K	Hold	14,000	–	–	0.47%	29
2018 Q2	$469K	Hold	14,000	–	–	0.46%	31
2018 Q1	$394K	Hold	14,000	–	–	0.42%	32
2017 Q4	$437K	Hold	14,000	–	–	0.46%	30
2017 Q3	$483K	Hold	14,000	–	–	0.53%	29
2017 Q2	$478K	Hold	14,000	–	–	0.54%	25
2017 Q1	$499K	Hold	14,000	–	–	0.58%	26
2016 Q4	$472K	Hold	14,000	–	–	0.54%	29
2016 Q3	$443K	Hold	14,000	–	–	0.51%	37
2016 Q2	$443K	Hold	14,000	–	–	0.51%	37
2016 Q1	$398K	Hold	14,000	–	–	0.45%	40
2015 Q4	$329K	Hold	14,000	–	–	0.29%	54
2015 Q3	$354K	Hold	14,000	–	–	0.29%	59
2015 Q2	$346K	Hold	14,000	–	–	0.27%	62
2015 Q1	$380K	Hold	14,000	–	–	0.27%	66
2014 Q4	$413K	Hold	14,000	–	–	0.32%	67
2014 Q3	$374K	Hold	14,000	–	–	0.29%	71
2014 Q2	$423K	Hold	14,000	–	–	0.32%	68
2014 Q1	$393K	Hold	14,000	–	–	0.32%	69
2013 Q4	$392K	Buy	+14,000	New	+$400K	0.29%	64

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

Cordasco Financial Network's SJI Position: Q2 2019 in Review

Cordasco Financial Network sold out of South Jersey Industries, Inc. (SJI) in Q2 2019, closing a stake of 450 shares — an estimated $14K sold.

Cordasco Financial Network first reported a position in SJI in Q4 2013 and held it in 21 quarters. The position peaked at $499K in Q1 2017. 242 funds tracked by Wall St. Rank hold SJI as of Q2 2019.

Cordasco Financial Network reported no remaining South Jersey Industries, Inc. position as of Q2 2019 after selling out during the quarter.
Cordasco Financial Network sold 450 South Jersey Industries, Inc. shares in Q2 2019, an estimated $14K.
Cordasco Financial Network first reported a position in South Jersey Industries, Inc. in Q4 2013 and held it in 21 quarters.
Cordasco Financial Network's South Jersey Industries, Inc. position peaked at $499K in Q1 2017.
242 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2019.

Based on Cordasco Financial Network's 13F filing for Q2 2019, filed 10 Jul 2019.