WSTAM
SJI

Wilbanks Smith & Thomas Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-41
Closed -$1K – 1407
2018
Q3 		$1K Buy
+41
New +$1.39K ﹤0.01% 1576

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
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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SJI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of South Jersey Industries, Inc. (SJI) in Q4 2018, closing a stake of 41 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SJI in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 238 funds tracked by Wall St. Rank hold SJI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining South Jersey Industries, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 41 South Jersey Industries, Inc. shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in South Jersey Industries, Inc. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's South Jersey Industries, Inc. position peaked at $1K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.