RMAM
SJT

Raab & Moskowitz Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Raab & Moskowitz 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
2015
Q1 		– Sell
-100
Closed -$1K – 326
2014
Q4 		$1K Buy
+100
New +$1.7K ﹤0.01% 469

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's SJT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q1 2015, closing a stake of 100 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in SJT in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 97 funds tracked by Wall St. Rank hold SJT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 100 San Juan Basin Royalty Trust shares in Q1 2015, an estimated $1K.
  • Raab & Moskowitz Asset Management first reported a position in San Juan Basin Royalty Trust in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's San Juan Basin Royalty Trust position peaked at $1K in Q4 2014.
  • 97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.