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SJI

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

Wealthfront’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
2015
Q4 		– Sell
-385
Closed -$10K – 1149
2015
Q3 		$10K Buy
385
+257
+201% +$6.28K ﹤0.01% 966
2015
Q2 		$3K Buy
128
+42
+49% +$1.1K ﹤0.01% 1156
2015
Q1 		$2K Buy
86
+84
+4,200% +$2.4K ﹤0.01% 1046
2014
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 1051

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's SJI Position: Q4 2015 in Review

Wealthfront sold out of South Jersey Industries, Inc. (SJI) in Q4 2015, closing a stake of 385 shares — an estimated $10K sold.

Wealthfront first reported a position in SJI in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2015. 194 funds tracked by Wall St. Rank hold SJI as of Q4 2015.

  • Wealthfront reported no remaining South Jersey Industries, Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 385 South Jersey Industries, Inc. shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 4 quarters.
  • Wealthfront's South Jersey Industries, Inc. position peaked at $10K in Q3 2015.
  • 194 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.