AIA
SJT icon

Alera Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-500
Closed -$3K – 842
2019
Q1 		$3K Buy
+500
New +$2.5K ﹤0.01% 749

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Alera Investment Advisors's SJT Position: Q2 2019 in Review

Alera Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q2 2019, closing a stake of 500 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in SJT in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 60 funds tracked by Wall St. Rank hold SJT as of Q2 2019.

  • Alera Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 500 San Juan Basin Royalty Trust shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's San Juan Basin Royalty Trust position peaked at $3K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.