MAM
SJT

Marquette Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Marquette 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
2019
Q4 		– Sell
-100
Closed – – 259
2019
Q3 		$0 Buy
+100
New +$288 ﹤0.01% 282

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marquette Asset Management's SJT Position: Q4 2019 in Review

Marquette Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q4 2019, closing a stake of 100 shares.

Marquette Asset Management first reported a position in SJT in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 57 funds tracked by Wall St. Rank hold SJT as of Q4 2019.

  • Marquette Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q4 2019 after selling out during the quarter.
  • Marquette Asset Management sold 100 San Juan Basin Royalty Trust shares in Q4 2019.
  • Marquette Asset Management first reported a position in San Juan Basin Royalty Trust in Q3 2019 and held it in 1 quarter.
  • Marquette Asset Management's San Juan Basin Royalty Trust position peaked at $0 in Q3 2019.
  • 57 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2019.

Based on Marquette Asset Management's 13F filing for Q4 2019, filed 28 Jan 2020.