TrueWealth LLC’s South Jersey Industries, Inc. SJI Stock Holding History

TrueWealth LLC’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	-159	Closed	-$5K	–	939
2017 Q4	$5K	Buy	+159	New	+$5.25K	﹤0.01%	679

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TrueWealth LLC's SJI Position: Q1 2018 in Review

TrueWealth LLC sold out of South Jersey Industries, Inc. (SJI) in Q1 2018, closing a stake of 159 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in SJI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 219 funds tracked by Wall St. Rank hold SJI as of Q1 2018.

TrueWealth LLC reported no remaining South Jersey Industries, Inc. position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 159 South Jersey Industries, Inc. shares in Q1 2018, an estimated $5K.
TrueWealth LLC first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's South Jersey Industries, Inc. position peaked at $5K in Q4 2017.
219 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.