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LS Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

LS Investment Advisors’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
2013
Q4 		– Sell
-347
Closed -$6K – 1171
2013
Q3 		$6K Buy
+347
New +$5.7K ﹤0.01% 724

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Palisade Capital Management
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

LS Investment Advisors's SJT Position: Q4 2013 in Review

LS Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2013, closing a stake of 347 shares — an estimated $6K sold.

LS Investment Advisors first reported a position in SJT in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 94 funds tracked by Wall St. Rank hold SJT as of Q4 2013.

  • LS Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2013 after selling out during the quarter.
  • LS Investment Advisors sold 347 San Juan Basin Royalty Trust shares in Q4 2013, an estimated $6K.
  • LS Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q3 2013 and held it in 1 quarter.
  • LS Investment Advisors's San Juan Basin Royalty Trust position peaked at $6K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2013.

Based on LS Investment Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.