CIAS
SJT

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

Capital Investment 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
2019
Q4 		– Sell
-500
Closed -$2K – 1132
2019
Q3 		$2K Hold
500
– – ﹤0.01% 1287
2019
Q2 		$2K Hold
500
– – ﹤0.01% 1301
2019
Q1 		$3K Hold
500
– – ﹤0.01% 1068
2018
Q4 		$2K Buy
+500
New +$2.64K ﹤0.01% 1079

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisory Services's SJT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of San Juan Basin Royalty Trust (SJT) in Q4 2019, closing a stake of 500 shares — an estimated $2K sold.

Capital Investment Advisory Services first reported a position in SJT in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 57 funds tracked by Wall St. Rank hold SJT as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining San Juan Basin Royalty Trust position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 500 San Juan Basin Royalty Trust shares in Q4 2019, an estimated $2K.
  • Capital Investment Advisory Services first reported a position in San Juan Basin Royalty Trust in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's San Juan Basin Royalty Trust position peaked at $3K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.