GWM
SJT

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

Gupta 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
2016
Q1 		$1K Hold
250
– – ﹤0.01% 1125
2015
Q4 		$1K Hold
250
– – ﹤0.01% 1208
2015
Q3 		$2K Hold
250
– – ﹤0.01% 1149
2015
Q2 		$3K Hold
250
– – ﹤0.01% 1097
2015
Q1 		$3K Buy
+250
New +$3.46K ﹤0.01% 967

Other funds holding SJT

First Eagle Investment Management
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
RA
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRHC
P.R. Herzig & Co Roslyn Heights, New York $45.9M AUM 15.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Gupta Wealth Management's SJT Position: Q1 2016 in Review

Gupta Wealth Management held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2016 at 250 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Gupta Wealth Management first reported a position in SJT in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q2 2015. 81 funds tracked by Wall St. Rank hold SJT as of Q1 2016.

  • Gupta Wealth Management held 250 shares of San Juan Basin Royalty Trust worth $1K as of Q1 2016.
  • Gupta Wealth Management left its San Juan Basin Royalty Trust share count unchanged in Q1 2016.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1125 holding.
  • Gupta Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's San Juan Basin Royalty Trust position peaked at $3K in Q2 2015.
  • 81 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.