WA
SJI

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

WFG 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
2017
Q2 		$108K Buy
3,153
+234
+8% +$8.49K 0.02% 512
2017
Q1 		$104K Sell
2,919
-171
-6% -$5.74K 0.03% 471
2016
Q4 		$104K Buy
3,090
+178
+6% +$5.55K 0.03% 515
2016
Q3 		$86K Buy
2,912
+765
+36% +$23.4K 0.02% 563
2016
Q2 		$68K Buy
2,147
+456
+27% +$13.1K 0.02% 611
2016
Q1 		$48K Buy
1,691
+228
+16% +$5.84K 0.01% 678
2015
Q4 		$34K Buy
1,463
+31
+2% +$759 0.01% 762
2015
Q3 		$36K Buy
1,432
+14
+1% +$342 0.01% 743
2015
Q2 		$35K Sell
1,418
-138
-9% -$3.61K 0.01% 825
2015
Q1 		$42K Sell
1,556
-11,018
-88% -$314K 0.01% 773
2014
Q4 		$370K Sell
12,574
-1,316
-9% -$37.6K 0.07% 295
2014
Q3 		$371K Buy
13,890
+682
+5% +$19.2K 0.07% 318
2014
Q2 		$399K Buy
13,208
+1,672
+14% +$47.7K 0.07% 302
2014
Q1 		$324K Buy
11,536
+3,972
+53% +$109K 0.07% 336
2013
Q4 		$212K Buy
7,564
+1,282
+20% +$36.6K 0.03% 500
2013
Q3 		$184K Buy
6,282
+660
+12% +$19.5K 0.03% 517
2013
Q2 		$161K Buy
+5,622
New +$164K 0.03% 519

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

WFG Advisors's SJI Position: Q2 2017 in Review

WFG Advisors increased its South Jersey Industries, Inc. (SJI) stake by 8% in Q2 2017, buying an estimated $8.49K and bringing the position to 3,153 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #512.

WFG Advisors first reported a position in SJI in Q2 2013 and has held it in 17 quarters since. The position peaked at $399K in Q2 2014. 215 funds tracked by Wall St. Rank hold SJI as of Q2 2017.

  • WFG Advisors held 3,153 shares of South Jersey Industries, Inc. worth $108K as of Q2 2017.
  • WFG Advisors bought 234 South Jersey Industries, Inc. shares in Q2 2017, an estimated $8.49K.
  • South Jersey Industries, Inc. made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #512 holding.
  • WFG Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's South Jersey Industries, Inc. position peaked at $399K in Q2 2014.
  • 215 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.