BSW
SJT

Buckingham Strategic Wealth’s San Juan Basin Royalty Trust SJT Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-10,000
Closed -$21K – 463
2020
Q1 		$21K Buy
+10,000
New +$23.7K ﹤0.01% 453

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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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

Buckingham Strategic Wealth's SJT Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of San Juan Basin Royalty Trust (SJT) in Q2 2020, closing a stake of 10,000 shares — an estimated $21K sold.

Buckingham Strategic Wealth first reported a position in SJT in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 46 funds tracked by Wall St. Rank hold SJT as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining San Juan Basin Royalty Trust position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,000 San Juan Basin Royalty Trust shares in Q2 2020, an estimated $21K.
  • Buckingham Strategic Wealth first reported a position in San Juan Basin Royalty Trust in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's San Juan Basin Royalty Trust position peaked at $21K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.