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

MinichMacGregor 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	-44	Closed	-$1.38K	–	604
2018 Q1	$1K	Hold	44	–	–	﹤0.01%	493
2017 Q4	$1K	Hold	44	–	–	﹤0.01%	476
2017 Q3	$1K	Hold	44	–	–	﹤0.01%	459
2017 Q2	$1K	Sell	44 -408	-90%	-$14.8K	﹤0.01%	455
2017 Q1	$16K	Hold	452	–	–	0.01%	215
2016 Q4	$15K	Hold	452	–	–	0.01%	211
2016 Q3	$13K	Sell	452 -4	-0.9%	-$123	0.01%	241
2016 Q2	$14K	Hold	456	–	–	0.01%	217
2016 Q1	$12K	Buy	456 +56	+14%	+$1.44K	0.01%	227
2015 Q4	$10K	Buy	+400	New	+$9.8K	0.01%	236

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

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

MinichMacGregor Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q2 2018, closing a stake of 44 shares — an estimated $1.38K sold.

MinichMacGregor Wealth Management first reported a position in SJI in Q4 2015 and held it in 10 quarters. The position peaked at $16K in Q1 2017. 257 funds tracked by Wall St. Rank hold SJI as of Q2 2018.

MinichMacGregor Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q2 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 44 South Jersey Industries, Inc. shares in Q2 2018, an estimated $1.38K.
MinichMacGregor Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 10 quarters.
MinichMacGregor Wealth Management's South Jersey Industries, Inc. position peaked at $16K in Q1 2017.
257 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.