FMII
SJT

Farmers & Merchants Investments Inc’s San Juan Basin Royalty Trust SJT Stock Holding History

Farmers & Merchants Investments Inc’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
2013
Q4 		– Sell
-300
Closed -$5K – 688
2013
Q3 		$5K Hold
300
– – ﹤0.01% 564
2013
Q2 		$5K Buy
+300
New +$4.63K ﹤0.01% 533

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Farmers & Merchants Investments Inc's SJT Position: Q4 2013 in Review

Farmers & Merchants Investments Inc sold out of San Juan Basin Royalty Trust (SJT) in Q4 2013, closing a stake of 300 shares — an estimated $5K sold.

Farmers & Merchants Investments Inc first reported a position in SJT in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 94 funds tracked by Wall St. Rank hold SJT as of Q4 2013.

  • Farmers & Merchants Investments Inc reported no remaining San Juan Basin Royalty Trust position as of Q4 2013 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 300 San Juan Basin Royalty Trust shares in Q4 2013, an estimated $5K.
  • Farmers & Merchants Investments Inc first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's San Juan Basin Royalty Trust position peaked at $5K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2013.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2013, filed 12 Feb 2014.