Creative Financial Designs’s San Juan Basin Royalty Trust SJT Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-154	Closed	-$1K	–	638
2018 Q4	$1K	Buy	154 +4	+3%	+$21	﹤0.01%	559
2018 Q3	$1K	Buy	150 +1	+0.7%	+$6	﹤0.01%	711
2018 Q2	$1K	Buy	149 +2	+1%	+$13	﹤0.01%	722
2018 Q1	$1K	Buy	147 +3	+2%	+$27	﹤0.01%	668
2017 Q4	$1K	Buy	144 +6	+4%	+$47	﹤0.01%	667
2017 Q3	$1K	Buy	138 +3	+2%	+$21	﹤0.01%	700
2017 Q2	$1K	Buy	135 +3	+2%	+$22	﹤0.01%	715
2017 Q1	$1K	Buy	132 +3	+2%	+$21	﹤0.01%	672
2016 Q4	$1K	Buy	+129	New	+$813	﹤0.01%	680

Other funds holding SJT

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Creative Financial Designs's SJT Position: Q1 2019 in Review

Creative Financial Designs sold out of San Juan Basin Royalty Trust (SJT) in Q1 2019, closing a stake of 154 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in SJT in Q4 2016 and held it in 9 quarters. The position peaked at $1K in Q4 2018. 70 funds tracked by Wall St. Rank hold SJT as of Q1 2019.

Creative Financial Designs reported no remaining San Juan Basin Royalty Trust position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 154 San Juan Basin Royalty Trust shares in Q1 2019, an estimated $1K.
Creative Financial Designs first reported a position in San Juan Basin Royalty Trust in Q4 2016 and held it in 9 quarters.
Creative Financial Designs's San Juan Basin Royalty Trust position peaked at $1K in Q4 2018.
70 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.