PMFA
SJI

Plante Moran Financial Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Plante Moran Financial Advisors’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
-31
Closed -$1K – 983
2018
Q4 		$1K Buy
+31
New +$981 ﹤0.01% 859
2017
Q1 		– Sell
-252
Closed -$8K – 1063
2016
Q4 		$8K Buy
+252
New +$7.86K 0.01% 635
2016
Q1 		– Sell
-150
Closed -$4K – 1067
2015
Q4 		$4K Buy
+150
New +$3.67K ﹤0.01% 791

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
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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 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

Plante Moran Financial Advisors's SJI Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 31 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SJI in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 31 South Jersey Industries, Inc. shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 3 quarters.
  • Plante Moran Financial Advisors's South Jersey Industries, Inc. position peaked at $8K in Q4 2016.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.