BCB
SJT

Brian C. Broderick’s San Juan Basin Royalty Trust SJT Stock Holding History

Brian C. Broderick’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
2015
Q3 		– Sell
-15,100
Closed -$162K – 107
2015
Q2 		$162K Sell
15,100
-300
-2% -$3.33K 0.07% 92
2015
Q1 		$184K Sell
15,400
-1,950
-11% -$27K 0.08% 92
2014
Q4 		$248K Sell
17,350
-700
-4% -$11.9K 0.11% 89
2014
Q3 		$343K Hold
18,050
– – 0.15% 84
2014
Q2 		$349K Buy
18,050
+300
+2% +$5.64K 0.16% 79
2014
Q1 		$313K Hold
17,750
– – 0.15% 79
2013
Q4 		$298K Sell
17,750
-300
-2% -$4.93K 0.15% 79
2013
Q3 		$289K Sell
18,050
-1,500
-8% -$24.7K 0.16% 79
2013
Q2 		$314K Buy
+19,550
New +$302K 0.19% 75

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Brian C. Broderick's SJT Position: Q3 2015 in Review

Brian C. Broderick sold out of San Juan Basin Royalty Trust (SJT) in Q3 2015, closing a stake of 15,100 shares — an estimated $162K sold.

Brian C. Broderick first reported a position in SJT in Q2 2013 and held it in 9 quarters. The position peaked at $349K in Q2 2014. 81 funds tracked by Wall St. Rank hold SJT as of Q3 2015.

  • Brian C. Broderick reported no remaining San Juan Basin Royalty Trust position as of Q3 2015 after selling out during the quarter.
  • Brian C. Broderick sold 15,100 San Juan Basin Royalty Trust shares in Q3 2015, an estimated $162K.
  • Brian C. Broderick first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 9 quarters.
  • Brian C. Broderick's San Juan Basin Royalty Trust position peaked at $349K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2015.

Based on Brian C. Broderick's 13F filing for Q3 2015, filed 13 Nov 2015.