MNBTD
SJI

Moody National Bank Trust Division’s South Jersey Industries, Inc. SJI Stock Holding History

Moody National Bank Trust Division’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
Q1 		– Sell
-178
Closed -$5K – 1409
2018
Q4 		$5K Buy
+178
New +$5.63K ﹤0.01% 871

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Moody National Bank Trust Division's SJI Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 178 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in SJI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 178 South Jersey Industries, Inc. shares in Q1 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in South Jersey Industries, Inc. in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's South Jersey Industries, Inc. position peaked at $5K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.