MAS
SJT

Madden Advisory Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Madden Advisory Services’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
2014
Q3 		– Sell
-1
Closed – – 398
2014
Q2 		$0 Hold
1
– – ﹤0.01% 393
2014
Q1 		$0 Sell
1
-1
-50% -$17 ﹤0.01% 386
2013
Q4 		$0 Hold
2
– – ﹤0.01% 316
2013
Q3 		$0 Hold
2
– – ﹤0.01% 303
2013
Q2 		$0 Buy
+2
New +$31 ﹤0.01% 310

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
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
PRHC
P.R. Herzig & Co Roslyn Heights, New York $45.9M AUM 15.88% 1-Year Est. Return

Madden Advisory Services's SJT Position: Q3 2014 in Review

Madden Advisory Services sold out of San Juan Basin Royalty Trust (SJT) in Q3 2014, closing a stake of 1 share.

Madden Advisory Services first reported a position in SJT in Q2 2013 and held it in 5 quarters. The position peaked at $0 in Q2 2014. 94 funds tracked by Wall St. Rank hold SJT as of Q3 2014.

  • Madden Advisory Services reported no remaining San Juan Basin Royalty Trust position as of Q3 2014 after selling out during the quarter.
  • Madden Advisory Services sold 1 San Juan Basin Royalty Trust share in Q3 2014.
  • Madden Advisory Services first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 5 quarters.
  • Madden Advisory Services's San Juan Basin Royalty Trust position peaked at $0 in Q2 2014.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2014.

Based on Madden Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.