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

IHT 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
2018 Q2	–	Sell	-282	Closed	-$8K	–	1470
2018 Q1	$8K	Hold	282	–	–	﹤0.01%	1253
2017 Q4	$9K	Hold	282	–	–	﹤0.01%	1229
2017 Q3	$10K	Hold	282	–	–	﹤0.01%	975
2017 Q2	$32	Hold	282	–	–	0.02%	644
2017 Q1	$10K	Hold	282	–	–	0.01%	857
2016 Q4	$9K	Buy	+282	New	+$8.8K	0.01%	825

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IHT Wealth Management's SJI Position: Q2 2018 in Review

IHT Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2018, closing a stake of 282 shares — an estimated $8K sold.

IHT Wealth Management first reported a position in SJI in Q4 2016 and held it in 6 quarters. The position peaked at $10K in Q3 2017. 257 funds tracked by Wall St. Rank hold SJI as of Q2 2018.

IHT Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 282 South Jersey Industries, Inc. shares in Q2 2018, an estimated $8K.
IHT Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's South Jersey Industries, Inc. position peaked at $10K in Q3 2017.
257 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.