Financial Management Professionals’s San Juan Basin Royalty Trust SJT Stock Holding History

Financial Management Professionals’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
2021 Q2	–	Sell	-1,000	Closed	-$4K	–	951
2021 Q1	$4K	Hold	1,000	–	–	﹤0.01%	510
2020 Q4	$3K	Hold	1,000	–	–	﹤0.01%	510
2020 Q3	$3K	Hold	1,000	–	–	﹤0.01%	476
2020 Q2	$2K	Hold	1,000	–	–	﹤0.01%	517
2020 Q1	$2K	Hold	1,000	–	–	﹤0.01%	262
2019 Q4	$3K	Hold	1,000	–	–	﹤0.01%	259
2019 Q3	$3K	Hold	1,000	–	–	﹤0.01%	238
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	246
2019 Q1	$5K	Hold	1,000	–	–	﹤0.01%	199
2018 Q4	$5K	Hold	1,000	–	–	﹤0.01%	192
2018 Q3	$5K	Hold	1,000	–	–	﹤0.01%	214
2018 Q2	$6K	Hold	1,000	–	–	﹤0.01%	199
2018 Q1	$8K	Hold	1,000	–	–	﹤0.01%	175
2017 Q4	$8K	Hold	1,000	–	–	﹤0.01%	146
2017 Q3	$7K	Hold	1,000	–	–	﹤0.01%	153
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	183
2017 Q1	$7K	Hold	1,000	–	–	﹤0.01%	192
2016 Q4	$6K	Hold	1,000	–	–	﹤0.01%	192
2016 Q3	$5K	Buy	+1,000	New	+$6.28K	﹤0.01%	223

Other funds holding SJT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

MFP

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

Financial Management Professionals's SJT Position: Q2 2021 in Review

Financial Management Professionals sold out of San Juan Basin Royalty Trust (SJT) in Q2 2021, closing a stake of 1,000 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in SJT in Q3 2016 and held it in 19 quarters. The position peaked at $8K in Q1 2018. 51 funds tracked by Wall St. Rank hold SJT as of Q2 2021.

Financial Management Professionals reported no remaining San Juan Basin Royalty Trust position as of Q2 2021 after selling out during the quarter.
Financial Management Professionals sold 1,000 San Juan Basin Royalty Trust shares in Q2 2021, an estimated $4K.
Financial Management Professionals first reported a position in San Juan Basin Royalty Trust in Q3 2016 and held it in 19 quarters.
Financial Management Professionals's San Juan Basin Royalty Trust position peaked at $8K in Q1 2018.
51 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2021.

Based on Financial Management Professionals's 13F filing for Q2 2021, filed 5 Aug 2021.