ACP
SJT

Aveo Capital Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Aveo Capital Partners’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
2017
Q1 		– Sell
-12,812
Closed -$85K – 213
2016
Q4 		$85K Buy
+12,812
New +$80.7K 0.02% 228

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's SJT Position: Q1 2017 in Review

Aveo Capital Partners sold out of San Juan Basin Royalty Trust (SJT) in Q1 2017, closing a stake of 12,812 shares — an estimated $85K sold.

Aveo Capital Partners first reported a position in SJT in Q4 2016 and held it in 1 quarter. The position peaked at $85K in Q4 2016. 84 funds tracked by Wall St. Rank hold SJT as of Q1 2017.

  • Aveo Capital Partners reported no remaining San Juan Basin Royalty Trust position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 12,812 San Juan Basin Royalty Trust shares in Q1 2017, an estimated $85K.
  • Aveo Capital Partners first reported a position in San Juan Basin Royalty Trust in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's San Juan Basin Royalty Trust position peaked at $85K in Q4 2016.
  • 84 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.