RBC
SJT

Roble Belko & Company’s San Juan Basin Royalty Trust SJT Stock Holding History

Roble Belko & Company’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
2016
Q4 		– Sell
-6,100
Closed -$36K – 414
2016
Q3 		$36K Hold
6,100
– – 0.02% 126
2016
Q2 		$44K Buy
+6,100
New +$39.4K 0.02% 113

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Roble Belko & Company's SJT Position: Q4 2016 in Review

Roble Belko & Company sold out of San Juan Basin Royalty Trust (SJT) in Q4 2016, closing a stake of 6,100 shares — an estimated $36K sold.

Roble Belko & Company first reported a position in SJT in Q2 2016 and held it in 2 quarters. The position peaked at $44K in Q2 2016. 82 funds tracked by Wall St. Rank hold SJT as of Q4 2016.

  • Roble Belko & Company reported no remaining San Juan Basin Royalty Trust position as of Q4 2016 after selling out during the quarter.
  • Roble Belko & Company sold 6,100 San Juan Basin Royalty Trust shares in Q4 2016, an estimated $36K.
  • Roble Belko & Company first reported a position in San Juan Basin Royalty Trust in Q2 2016 and held it in 2 quarters.
  • Roble Belko & Company's San Juan Basin Royalty Trust position peaked at $44K in Q2 2016.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2016.

Based on Roble Belko & Company's 13F filing for Q4 2016, filed 18 Jan 2017.