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SJT icon

Advisornet Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

Advisornet Financial’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed – – 1819
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1816
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1854
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1910
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1917
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1970
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1944
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1780
2019
Q1 		$0 Buy
+10
New +$50 ﹤0.01% 1650

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Advisornet Financial's SJT Position: Q1 2021 in Review

Advisornet Financial sold out of San Juan Basin Royalty Trust (SJT) in Q1 2021, closing a stake of 10 shares.

Advisornet Financial first reported a position in SJT in Q1 2019 and held it in 8 quarters. The position peaked at $0 in Q4 2020. 43 funds tracked by Wall St. Rank hold SJT as of Q1 2021.

  • Advisornet Financial reported no remaining San Juan Basin Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • Advisornet Financial sold 10 San Juan Basin Royalty Trust shares in Q1 2021.
  • Advisornet Financial first reported a position in San Juan Basin Royalty Trust in Q1 2019 and held it in 8 quarters.
  • Advisornet Financial's San Juan Basin Royalty Trust position peaked at $0 in Q4 2020.
  • 43 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2021.

Based on Advisornet Financial's 13F filing for Q1 2021, filed 14 Apr 2021.