STA
SJI

Summit Trail Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Summit Trail 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
-3,850
Closed -$117K – 1810
2017
Q4 		$117K Buy
+3,850
New +$127K 0.01% 582

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

Summit Trail Advisors's SJI Position: Q1 2018 in Review

Summit Trail Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2018, closing a stake of 3,850 shares — an estimated $117K sold.

Summit Trail Advisors first reported a position in SJI in Q4 2017 and held it in 1 quarter. The position peaked at $117K in Q4 2017. 219 funds tracked by Wall St. Rank hold SJI as of Q1 2018.

  • Summit Trail Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,850 South Jersey Industries, Inc. shares in Q1 2018, an estimated $117K.
  • Summit Trail Advisors first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's South Jersey Industries, Inc. position peaked at $117K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.