VFA
SJI

Valeo Financial Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Valeo Financial 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
Q4 		– Sell
-218
Closed -$7K – 1790
2018
Q3 		$7K Buy
+218
New +$7.4K ﹤0.01% 1104

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

Valeo Financial Advisors's SJI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 218 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in SJI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 218 South Jersey Industries, Inc. shares in Q4 2018, an estimated $7K.
  • Valeo Financial Advisors first reported a position in South Jersey Industries, Inc. in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's South Jersey Industries, Inc. position peaked at $7K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.