WWMSC
SJI

Wagner Wealth Management (South Carolina)’s South Jersey Industries, Inc. SJI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
19
– – ﹤0.01% 675
2018
Q2 		$1K Hold
19
– – ﹤0.01% 645
2018
Q1 		$1K Buy
+19
New +$534 ﹤0.01% 603
2017
Q4 		– Hold
0
– – – 774

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SJI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its South Jersey Industries, Inc. (SJI) position steady in Q3 2018 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Wagner Wealth Management (South Carolina) first reported a position in SJI in Q1 2018 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold SJI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 19 shares of South Jersey Industries, Inc. worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its South Jersey Industries, Inc. share count unchanged in Q3 2018.
  • South Jersey Industries, Inc. made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #675 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in South Jersey Industries, Inc. in Q1 2018 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.