RWA
SJI

River Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

River Wealth 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
-175
Closed -$5K – 537
2018
Q4 		$5K Sell
175
-240
-58% -$7.6K ﹤0.01% 475
2018
Q3 		$15K Hold
415
– – 0.01% 413
2018
Q2 		$14K Buy
+415
New +$13K 0.01% 413

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 $298B AUM 21.96% 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 $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

River Wealth Advisors's SJI Position: Q1 2019 in Review

River Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2019, closing a stake of 175 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in SJI in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 237 funds tracked by Wall St. Rank hold SJI as of Q1 2019.

  • River Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 175 South Jersey Industries, Inc. shares in Q1 2019, an estimated $5K.
  • River Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's South Jersey Industries, Inc. position peaked at $15K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.