BFEC
SJT

Benjamin F. Edwards & Company’s San Juan Basin Royalty Trust SJT Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q1 		– Sell
-165
Closed -$3K – 961
2013
Q4 		$3K Hold
165
– – ﹤0.01% 811
2013
Q3 		$3K Sell
165
-181
-52% -$2.98K ﹤0.01% 748
2013
Q2 		$6K Buy
+346
New +$5.34K ﹤0.01% 654

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Benjamin F. Edwards & Company's SJT Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of San Juan Basin Royalty Trust (SJT) in Q1 2014, closing a stake of 165 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SJT in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q2 2013. 100 funds tracked by Wall St. Rank hold SJT as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining San Juan Basin Royalty Trust position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 165 San Juan Basin Royalty Trust shares in Q1 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's San Juan Basin Royalty Trust position peaked at $6K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.