SHA
SJI

Shelter Harbor Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Shelter Harbor 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
Q3 		– Sell
-225,000
Closed -$7.53M – 31
2018
Q2 		$7.53M Buy
+225,000
New +$7.06M 4.72% 9

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shelter Harbor Advisors's SJI Position: Q3 2018 in Review

Shelter Harbor Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2018, closing a stake of 225,000 shares — an estimated $7.53M sold.

Shelter Harbor Advisors first reported a position in SJI in Q2 2018 and held it in 1 quarter. The position peaked at $7.53M in Q2 2018. 245 funds tracked by Wall St. Rank hold SJI as of Q3 2018.

  • Shelter Harbor Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2018 after selling out during the quarter.
  • Shelter Harbor Advisors sold 225,000 South Jersey Industries, Inc. shares in Q3 2018, an estimated $7.53M.
  • Shelter Harbor Advisors first reported a position in South Jersey Industries, Inc. in Q2 2018 and held it in 1 quarter.
  • Shelter Harbor Advisors's South Jersey Industries, Inc. position peaked at $7.53M in Q2 2018.
  • 245 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2018.

Based on Shelter Harbor Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.