IFAM
SJT

Institutional & Family Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Institutional & Family Asset 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
2018
Q2 		– Sell
-320
Closed -$3K – 877
2018
Q1 		$3K Buy
+320
New +$2.85K ﹤0.01% 681

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Institutional & Family Asset Management's SJT Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2018, closing a stake of 320 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in SJT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 87 funds tracked by Wall St. Rank hold SJT as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 320 San Juan Basin Royalty Trust shares in Q2 2018, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in San Juan Basin Royalty Trust in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's San Juan Basin Royalty Trust position peaked at $3K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.