WAM
SJI

Wealthspire Advisors (Maryland)’s South Jersey Industries, Inc. SJI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-8,447
Closed -$279K – 524
2019
Q4 		$279K Sell
8,447
-157
-2% -$4.95K 0.02% 396
2019
Q3 		$283K Buy
+8,604
New +$281K 0.02% 357
2019
Q2 		– Sell
-2,459
Closed -$79K – 2255
2019
Q1 		$79K Buy
2,459
+44
+2% +$1.33K 0.01% 725
2018
Q4 		$67K Sell
2,415
-39
-2% -$1.24K 0.01% 745
2018
Q3 		$87K Buy
2,454
+39
+2% +$1.32K 0.01% 750
2018
Q2 		$81K Buy
2,415
+37
+2% +$1.16K 0.01% 790
2018
Q1 		$67K Sell
2,378
-18
-0.8% -$506 0.01% 878
2017
Q4 		$75K Buy
2,396
+154
+7% +$5.09K 0.01% 833
2017
Q3 		$77K Buy
2,242
+23
+1% +$798 0.01% 811
2017
Q2 		$76K Hold
2,219
– – 0.01% 799
2017
Q1 		$79K Hold
2,219
– – 0.01% 668
2016
Q4 		$75K Buy
2,219
+38
+2% +$1.19K 0.01% 667
2016
Q3 		$64K Sell
2,181
-1,750
-45% -$53.6K 0.01% 712
2016
Q2 		$124K Buy
3,931
+23
+0.6% +$660 0.02% 491
2016
Q1 		$111K Buy
+3,908
New +$100K 0.02% 503

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SJI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of South Jersey Industries, Inc. (SJI) in Q1 2020, closing a stake of 8,447 shares — an estimated $279K sold.

Wealthspire Advisors (Maryland) first reported a position in SJI in Q1 2016 and held it in 15 quarters. The position peaked at $283K in Q3 2019. 224 funds tracked by Wall St. Rank hold SJI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining South Jersey Industries, Inc. position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,447 South Jersey Industries, Inc. shares in Q1 2020, an estimated $279K.
  • Wealthspire Advisors (Maryland) first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s South Jersey Industries, Inc. position peaked at $283K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.