FCM Investments’s San Juan Basin Royalty Trust SJT Stock Holding History

FCM Investments’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
2017 Q2	–	Sell	-1,000	Closed	-$7K	–	74
2017 Q1	$7K	Hold	1,000	–	–	﹤0.01%	85
2016 Q4	$7K	Hold	1,000	–	–	﹤0.01%	96
2016 Q3	$6K	Hold	1,000	–	–	﹤0.01%	92
2016 Q2	$7K	Hold	1,000	–	–	﹤0.01%	90
2016 Q1	$5K	Hold	1,000	–	–	﹤0.01%	89
2015 Q4	$4K	Hold	1,000	–	–	﹤0.01%	96
2015 Q3	$9K	Hold	1,000	–	–	﹤0.01%	94
2015 Q2	$11K	Hold	1,000	–	–	0.01%	96
2015 Q1	$12K	Hold	1,000	–	–	0.01%	95
2014 Q4	$14K	Hold	1,000	–	–	0.01%	95
2014 Q3	$19K	Hold	1,000	–	–	0.01%	91
2014 Q2	$19K	Hold	1,000	–	–	0.01%	94
2014 Q1	$18K	Hold	1,000	–	–	0.01%	94
2013 Q4	$17K	Hold	1,000	–	–	0.01%	108
2013 Q3	$16K	Hold	1,000	–	–	0.01%	106
2013 Q2	$16K	Buy	+1,000	New	+$15.4K	0.01%	109

Other funds holding SJT

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAA

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

FCM Investments's SJT Position: Q2 2017 in Review

FCM Investments sold out of San Juan Basin Royalty Trust (SJT) in Q2 2017, closing a stake of 1,000 shares — an estimated $7K sold.

FCM Investments first reported a position in SJT in Q2 2013 and held it in 16 quarters. The position peaked at $19K in Q3 2014. 80 funds tracked by Wall St. Rank hold SJT as of Q2 2017.

FCM Investments reported no remaining San Juan Basin Royalty Trust position as of Q2 2017 after selling out during the quarter.
FCM Investments sold 1,000 San Juan Basin Royalty Trust shares in Q2 2017, an estimated $7K.
FCM Investments first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 16 quarters.
FCM Investments's San Juan Basin Royalty Trust position peaked at $19K in Q3 2014.
80 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2017.

Based on FCM Investments's 13F filing for Q2 2017, filed 28 Jul 2017.