DWM
SJT

Destination Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-333
Closed -$1K – 438
2019
Q2 		$1K Hold
333
– – ﹤0.01% 550
2019
Q1 		$2K Hold
333
– – ﹤0.01% 604
2018
Q4 		$2K Hold
333
– – ﹤0.01% 484
2018
Q3 		$2K Hold
333
– – ﹤0.01% 591
2018
Q2 		$2K Buy
333
+246
+283% +$1.65K ﹤0.01% 477
2018
Q1 		$4K Buy
+87
New +$775 ﹤0.01% 472

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
WP
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 $860M AUM 38.08% 1-Year Est. Return
California Public Employees Retirement System
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

Destination Wealth Management's SJT Position: Q3 2019 in Review

Destination Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2019, closing a stake of 333 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in SJT in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2018. 59 funds tracked by Wall St. Rank hold SJT as of Q3 2019.

  • Destination Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 333 San Juan Basin Royalty Trust shares in Q3 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's San Juan Basin Royalty Trust position peaked at $4K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.