CAAS
SJT

Capital Asset Advisory Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Capital Asset 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
2021
Q1 		– Sell
-400
Closed -$1K – 1361
2020
Q4 		$1K Buy
+400
New +$1.24K ﹤0.01% 1553

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Capital Asset Advisory Services's SJT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of San Juan Basin Royalty Trust (SJT) in Q1 2021, closing a stake of 400 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in SJT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 43 funds tracked by Wall St. Rank hold SJT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining San Juan Basin Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 400 San Juan Basin Royalty Trust shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in San Juan Basin Royalty Trust in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's San Juan Basin Royalty Trust position peaked at $1K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.