BIAS
SJT

Beacon Investment Advisory Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Beacon Investment Advisory Services’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
2018
Q1 		– Sell
-10,000
Closed -$82K – 264
2017
Q4 		$82K Sell
10,000
-2,800
-22% -$22.1K 0.01% 241
2017
Q3 		$100K Buy
+12,800
New +$89.7K 0.01% 264

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Beacon Investment Advisory Services's SJT Position: Q1 2018 in Review

Beacon Investment Advisory Services sold out of San Juan Basin Royalty Trust (SJT) in Q1 2018, closing a stake of 10,000 shares — an estimated $82K sold.

Beacon Investment Advisory Services first reported a position in SJT in Q3 2017 and held it in 2 quarters. The position peaked at $100K in Q3 2017. 94 funds tracked by Wall St. Rank hold SJT as of Q1 2018.

  • Beacon Investment Advisory Services reported no remaining San Juan Basin Royalty Trust position as of Q1 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 10,000 San Juan Basin Royalty Trust shares in Q1 2018, an estimated $82K.
  • Beacon Investment Advisory Services first reported a position in San Juan Basin Royalty Trust in Q3 2017 and held it in 2 quarters.
  • Beacon Investment Advisory Services's San Juan Basin Royalty Trust position peaked at $100K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2018, filed 26 Apr 2018.