SAM
SJT

S.A. Mason’s San Juan Basin Royalty Trust SJT Stock Holding History

S.A. Mason’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
Q2 		– Sell
-350
Closed -$1K – 371
2020
Q1 		$1K Sell
350
-300
-46% -$710 ﹤0.01% 380
2019
Q4 		$2K Buy
+650
New +$1.64K ﹤0.01% 422

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

S.A. Mason's SJT Position: Q2 2020 in Review

S.A. Mason sold out of San Juan Basin Royalty Trust (SJT) in Q2 2020, closing a stake of 350 shares — an estimated $1K sold.

S.A. Mason first reported a position in SJT in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 46 funds tracked by Wall St. Rank hold SJT as of Q2 2020.

  • S.A. Mason reported no remaining San Juan Basin Royalty Trust position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 350 San Juan Basin Royalty Trust shares in Q2 2020, an estimated $1K.
  • S.A. Mason first reported a position in San Juan Basin Royalty Trust in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's San Juan Basin Royalty Trust position peaked at $2K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.