DWM
SJI

Doyle Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Doyle Wealth 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
Q3 		– Sell
-527
Closed -$18K – 814
2019
Q2 		$18K Buy
+527
New +$17K ﹤0.01% 534
2019
Q1 		– Sell
-527
Closed -$15K – 808
2018
Q4 		$15K Buy
+527
New +$16.7K ﹤0.01% 566

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Doyle Wealth Management's SJI Position: Q3 2019 in Review

Doyle Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 527 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in SJI in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

  • Doyle Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 527 South Jersey Industries, Inc. shares in Q3 2019, an estimated $18K.
  • Doyle Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's South Jersey Industries, Inc. position peaked at $18K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.