SSB
SJT

Sandy Spring Bank’s San Juan Basin Royalty Trust SJT Stock Holding History

Sandy Spring Bank’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
2018
Q1 		– Sell
-300
Closed -$2K – 878
2017
Q4 		$2K Buy
+300
New +$2.37K ﹤0.01% 805

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Sandy Spring Bank's SJT Position: Q1 2018 in Review

Sandy Spring Bank sold out of San Juan Basin Royalty Trust (SJT) in Q1 2018, closing a stake of 300 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in SJT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 94 funds tracked by Wall St. Rank hold SJT as of Q1 2018.

  • Sandy Spring Bank reported no remaining San Juan Basin Royalty Trust position as of Q1 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 300 San Juan Basin Royalty Trust shares in Q1 2018, an estimated $2K.
  • Sandy Spring Bank first reported a position in San Juan Basin Royalty Trust in Q4 2017 and held it in 1 quarter.
  • Sandy Spring Bank's San Juan Basin Royalty Trust position peaked at $2K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.