DADC
SJI

D.A. Davidson & Co’s South Jersey Industries, Inc. SJI Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-600
Closed -$20K – 2104
2017
Q2 		$20K Hold
600
– – ﹤0.01% 1829
2017
Q1 		$21K Buy
+600
New +$20.1K ﹤0.01% 1822

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

D.A. Davidson & Co's SJI Position: Q3 2017 in Review

D.A. Davidson & Co sold out of South Jersey Industries, Inc. (SJI) in Q3 2017, closing a stake of 600 shares — an estimated $20K sold.

D.A. Davidson & Co first reported a position in SJI in Q1 2017 and held it in 2 quarters. The position peaked at $21K in Q1 2017. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2017.

  • D.A. Davidson & Co reported no remaining South Jersey Industries, Inc. position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 600 South Jersey Industries, Inc. shares in Q3 2017, an estimated $20K.
  • D.A. Davidson & Co first reported a position in South Jersey Industries, Inc. in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's South Jersey Industries, Inc. position peaked at $21K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.