LWAC
SJI

Laurel Wealth Advisors (California)’s South Jersey Industries, Inc. SJI Stock Holding History

Laurel Wealth Advisors (California)’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
-10,540
Closed -$356K – 460
2019
Q2 		$356K Buy
+10,540
New +$341K 0.08% 272

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 $315B AUM 27.84% 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 $10.6B AUM 18.62% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SJI Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of South Jersey Industries, Inc. (SJI) in Q3 2019, closing a stake of 10,540 shares — an estimated $356K sold.

Laurel Wealth Advisors (California) first reported a position in SJI in Q2 2019 and held it in 1 quarter. The position peaked at $356K in Q2 2019. 229 funds tracked by Wall St. Rank hold SJI as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining South Jersey Industries, Inc. position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 10,540 South Jersey Industries, Inc. shares in Q3 2019, an estimated $356K.
  • Laurel Wealth Advisors (California) first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s South Jersey Industries, Inc. position peaked at $356K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.