UR
SJI

USCA RIA’s South Jersey Industries, Inc. SJI Stock Holding History

USCA RIA’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
-6,500
Closed -$229K – 483
2018
Q3 		$229K Hold
6,500
– – 0.02% 429
2018
Q2 		$218K Buy
+6,500
New +$204K 0.02% 419
2018
Q1 		– Sell
-11,195
Closed -$350K – 472
2017
Q4 		$350K Sell
11,195
-892
-7% -$29.5K 0.04% 339
2017
Q3 		$413K Hold
12,087
– – 0.05% 311
2017
Q2 		$413K Buy
12,087
+2
+0% +$73 0.05% 312
2017
Q1 		$431K Hold
12,085
– – 0.06% 288
2016
Q4 		$407K Sell
12,085
-1,200
-9% -$37.4K 0.06% 281
2016
Q3 		$393K Sell
13,285
-52,959
-80% -$1.62M 0.07% 278
2016
Q2 		$2.1M Buy
66,244
+12,433
+23% +$357K 0.35% 83
2016
Q1 		$1.53M Buy
+53,811
New +$1.38M 0.28% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USCA RIA's SJI Position: Q4 2018 in Review

USCA RIA sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 6,500 shares — an estimated $229K sold.

USCA RIA first reported a position in SJI in Q1 2016 and held it in 10 quarters. The position peaked at $2.1M in Q2 2016. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • USCA RIA reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • USCA RIA sold 6,500 South Jersey Industries, Inc. shares in Q4 2018, an estimated $229K.
  • USCA RIA first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 10 quarters.
  • USCA RIA's South Jersey Industries, Inc. position peaked at $2.1M in Q2 2016.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on USCA RIA's 13F filing for Q4 2018, filed 12 Feb 2019.