MWPCG
SJT

Measured Wealth Private Client Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,000
Closed -$5K – 594
2018
Q3 		$5K Buy
+1,000
New +$5.73K ﹤0.01% 697

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Measured Wealth Private Client Group's SJT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of San Juan Basin Royalty Trust (SJT) in Q4 2018, closing a stake of 1,000 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in SJT in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 76 funds tracked by Wall St. Rank hold SJT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining San Juan Basin Royalty Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,000 San Juan Basin Royalty Trust shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in San Juan Basin Royalty Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's San Juan Basin Royalty Trust position peaked at $5K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.