RWA
SJI

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

Ropes 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
2018
Q1 		– Sell
-169
Closed -$5K – 777
2017
Q4 		$5K Hold
169
– – ﹤0.01% 628
2017
Q3 		$6K Buy
+169
New +$5.86K ﹤0.01% 583

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ropes Wealth Advisors's SJI Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2018, closing a stake of 169 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in SJI in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 219 funds tracked by Wall St. Rank hold SJI as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 169 South Jersey Industries, Inc. shares in Q1 2018, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's South Jersey Industries, Inc. position peaked at $6K in Q3 2017.
  • 219 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.