KI
SJT

Koch Industries’s San Juan Basin Royalty Trust SJT Stock Holding History

Koch Industries’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
Q1 		– Sell
-10,336
Closed -$85K – 968
2017
Q4 		$85K Buy
+10,336
New +$81.5K 0.01% 655

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Koch Industries's SJT Position: Q1 2018 in Review

Koch Industries sold out of San Juan Basin Royalty Trust (SJT) in Q1 2018, closing a stake of 10,336 shares — an estimated $85K sold.

Koch Industries first reported a position in SJT in Q4 2017 and held it in 1 quarter. The position peaked at $85K in Q4 2017. 94 funds tracked by Wall St. Rank hold SJT as of Q1 2018.

  • Koch Industries reported no remaining San Juan Basin Royalty Trust position as of Q1 2018 after selling out during the quarter.
  • Koch Industries sold 10,336 San Juan Basin Royalty Trust shares in Q1 2018, an estimated $85K.
  • Koch Industries first reported a position in San Juan Basin Royalty Trust in Q4 2017 and held it in 1 quarter.
  • Koch Industries's San Juan Basin Royalty Trust position peaked at $85K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.