NNP
SJT

Nachman Norwood & Parrott’s San Juan Basin Royalty Trust SJT Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-2,000
Closed -$5K – 909
2020
Q3 		$5K Buy
+2,000
New +$5.11K ﹤0.01% 971

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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Nachman Norwood & Parrott's SJT Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of San Juan Basin Royalty Trust (SJT) in Q4 2020, closing a stake of 2,000 shares — an estimated $5K sold.

Nachman Norwood & Parrott first reported a position in SJT in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 52 funds tracked by Wall St. Rank hold SJT as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining San Juan Basin Royalty Trust position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 2,000 San Juan Basin Royalty Trust shares in Q4 2020, an estimated $5K.
  • Nachman Norwood & Parrott first reported a position in San Juan Basin Royalty Trust in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's San Juan Basin Royalty Trust position peaked at $5K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.