Level Four Advisory Services’s South Jersey Industries, Inc. SJI Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-10,055	Closed	-$355K	–	588
2018 Q3	$355K	Hold	10,055	–	–	0.04%	424
2018 Q2	$337K	Buy	+10,055	New	+$315K	0.02%	449

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Level Four Advisory Services's SJI Position: Q4 2018 in Review

Level Four Advisory Services sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 10,055 shares — an estimated $355K sold.

Level Four Advisory Services first reported a position in SJI in Q2 2018 and held it in 2 quarters. The position peaked at $355K in Q3 2018. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

Level Four Advisory Services reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 10,055 South Jersey Industries, Inc. shares in Q4 2018, an estimated $355K.
Level Four Advisory Services first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 2 quarters.
Level Four Advisory Services's South Jersey Industries, Inc. position peaked at $355K in Q3 2018.
238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.