SHJ
SJT

Sharkey, Howes & Javer’s San Juan Basin Royalty Trust SJT Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-84
Closed -$1K – 224
2017
Q1 		$1K Buy
+84
New +$586 ﹤0.01% 220

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Sharkey, Howes & Javer's SJT Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of San Juan Basin Royalty Trust (SJT) in Q2 2017, closing a stake of 84 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in SJT in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 80 funds tracked by Wall St. Rank hold SJT as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining San Juan Basin Royalty Trust position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 84 San Juan Basin Royalty Trust shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in San Juan Basin Royalty Trust in Q1 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's San Juan Basin Royalty Trust position peaked at $1K in Q1 2017.
  • 80 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.