BFIM
SJT

Beese Fulmer Investment Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-4,000
Closed -$9K – 480
2020
Q2 		$9K Buy
+4,000
New +$10.1K ﹤0.01% 487
2019
Q2 		– Sell
-10,900
Closed -$59K – 185
2019
Q1 		$59K Hold
10,900
– – 0.01% 178
2018
Q4 		$52K Hold
10,900
– – 0.01% 170
2018
Q3 		$54K Hold
10,900
– – 0.01% 189
2018
Q2 		$63K Hold
10,900
– – 0.01% 193
2018
Q1 		$86K Hold
10,900
– – 0.02% 182
2017
Q4 		$90K Hold
10,900
– – 0.02% 186
2017
Q3 		$85K Hold
10,900
– – 0.02% 185
2017
Q2 		$74K Hold
10,900
– – 0.02% 178
2017
Q1 		$79K Sell
10,900
-1,000
-8% -$6.98K 0.02% 173
2016
Q4 		$79K Hold
11,900
– – 0.02% 175
2016
Q3 		$70K Sell
11,900
-750
-6% -$4.71K 0.02% 170
2016
Q2 		$92K Sell
12,650
-4,500
-26% -$29.1K 0.03% 156
2016
Q1 		$88K Sell
17,150
-3,050
-15% -$14.8K 0.03% 153
2015
Q4 		$84K Sell
20,200
-2,000
-9% -$13.3K 0.03% 148
2015
Q3 		$210K Sell
22,200
-2,050
-8% -$21.3K 0.07% 134
2015
Q2 		$260K Hold
24,250
– – 0.08% 124
2015
Q1 		$290K Sell
24,250
-1,000
-4% -$13.8K 0.1% 111
2014
Q4 		$360K Sell
25,250
-300
-1% -$5.08K 0.11% 119
2014
Q3 		$485K Buy
25,550
+2,800
+12% +$52.2K 0.16% 107
2014
Q2 		$439K Buy
22,750
+3,175
+16% +$59.6K 0.14% 112
2014
Q1 		$345K Hold
19,575
– – 0.12% 115
2013
Q4 		$328K Buy
19,575
+2,575
+15% +$42.3K 0.12% 114
2013
Q3 		$272K Buy
17,000
+4,950
+41% +$81.4K 0.11% 121
2013
Q2 		$193K Buy
+12,050
New +$186K 0.08% 125

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 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 $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Beese Fulmer Investment Management's SJT Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2020, closing a stake of 4,000 shares — an estimated $9K sold.

Beese Fulmer Investment Management first reported a position in SJT in Q2 2013 and held it in 25 quarters. The position peaked at $485K in Q3 2014. 49 funds tracked by Wall St. Rank hold SJT as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,000 San Juan Basin Royalty Trust shares in Q3 2020, an estimated $9K.
  • Beese Fulmer Investment Management first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 25 quarters.
  • Beese Fulmer Investment Management's San Juan Basin Royalty Trust position peaked at $485K in Q3 2014.
  • 49 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.