IWA
SJI

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

IBEX 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
2017
Q1 		– Sell
-464
Closed -$15K – 416
2016
Q4 		$15K Buy
+464
New +$14.5K 0.01% 255

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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

IBEX Wealth Advisors's SJI Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2017, closing a stake of 464 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in SJI in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 213 funds tracked by Wall St. Rank hold SJI as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 464 South Jersey Industries, Inc. shares in Q1 2017, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's South Jersey Industries, Inc. position peaked at $15K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.