Stratos Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-2,064	Closed	-$73K	–	2696
2018 Q3	$73K	Buy	+2,064	New	+$70.1K	﹤0.01%	1282
2018 Q2	–	Sell	-2,060	Closed	-$58K	–	2781
2018 Q1	$58K	Buy	2,060 +160	+8%	+$4.5K	﹤0.01%	1500
2017 Q4	$59K	Buy	+1,900	New	+$62.8K	﹤0.01%	1439

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's SJI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 2,064 shares — an estimated $73K sold.

Stratos Wealth Partners first reported a position in SJI in Q4 2017 and held it in 3 quarters. The position peaked at $73K in Q3 2018. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

Stratos Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,064 South Jersey Industries, Inc. shares in Q4 2018, an estimated $73K.
Stratos Wealth Partners first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's South Jersey Industries, Inc. position peaked at $73K in Q3 2018.
238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.