SeaCrest Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-4,400	Closed	-$38K	–	1365
2022 Q2	$38K	Buy	+4,400	New	+$47.8K	﹤0.01%	1238
2019 Q3	–	Sell	-10,326	Closed	-$40K	–	560
2019 Q2	$40K	Sell	10,326 -27,030	-72%	-$120K	0.01%	511
2019 Q1	$201K	Buy	37,356 +3,000	+9%	+$15K	0.03%	463
2018 Q4	$165K	Buy	34,356 +34,006	+9,716%	+$180K	0.03%	484
2018 Q3	$2K	Hold	350	–	–	﹤0.01%	2085
2018 Q2	$2K	Hold	350	–	–	﹤0.01%	2031
2018 Q1	$3K	Hold	350	–	–	﹤0.01%	1919
2017 Q4	$3K	Buy	+350	New	+$2.76K	﹤0.01%	1943

Other funds holding SJT

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SeaCrest Wealth Management's SJT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2022, closing a stake of 4,400 shares — an estimated $38K sold.

SeaCrest Wealth Management first reported a position in SJT in Q4 2017 and held it in 8 quarters. The position peaked at $201K in Q1 2019. 83 funds tracked by Wall St. Rank hold SJT as of Q3 2022.

SeaCrest Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 4,400 San Juan Basin Royalty Trust shares in Q3 2022, an estimated $38K.
SeaCrest Wealth Management first reported a position in San Juan Basin Royalty Trust in Q4 2017 and held it in 8 quarters.
SeaCrest Wealth Management's San Juan Basin Royalty Trust position peaked at $201K in Q1 2019.
83 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.