PWMG
SJT

Prestige Wealth Management Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-1
Closed – – 1020
2018
Q4 		$0 Buy
+1
New +$5 ﹤0.01% 1286

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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Prestige Wealth Management Group's SJT Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of San Juan Basin Royalty Trust (SJT) in Q1 2019, closing a stake of 1 share.

Prestige Wealth Management Group first reported a position in SJT in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 70 funds tracked by Wall St. Rank hold SJT as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining San Juan Basin Royalty Trust position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1 San Juan Basin Royalty Trust share in Q1 2019.
  • Prestige Wealth Management Group first reported a position in San Juan Basin Royalty Trust in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's San Juan Basin Royalty Trust position peaked at $0 in Q4 2018.
  • 70 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.