RIA
SJT

Realta Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-200
Closed – – 1205
2019
Q4 		$0 Buy
+200
New +$506 ﹤0.01% 1676

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Realta Investment Advisors's SJT Position: Q1 2020 in Review

Realta Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2020, closing a stake of 200 shares.

Realta Investment Advisors first reported a position in SJT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 54 funds tracked by Wall St. Rank hold SJT as of Q1 2020.

  • Realta Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 San Juan Basin Royalty Trust shares in Q1 2020.
  • Realta Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's San Juan Basin Royalty Trust position peaked at $0 in Q4 2019.
  • 54 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.