SFS
SJT

Signator Financial Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Signator Financial Services’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
2013
Q3 		$10K Sell
600
-581
-49% -$9.55K 0.01% 199
2013
Q2 		$19K Buy
+1,181
New +$18.2K 0.02% 147

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Signator Financial Services's SJT Position: Q3 2013 in Review

Signator Financial Services reduced its San Juan Basin Royalty Trust (SJT) stake by 49% in Q3 2013, selling an estimated $9.55K and leaving 600 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #199.

Signator Financial Services first reported a position in SJT in Q2 2013 and has held it in 2 quarters since. The position peaked at $19K in Q2 2013. 94 funds tracked by Wall St. Rank hold SJT as of Q3 2013.

  • Signator Financial Services held 600 shares of San Juan Basin Royalty Trust worth $10K as of Q3 2013.
  • Signator Financial Services sold 581 San Juan Basin Royalty Trust shares in Q3 2013, an estimated $9.55K.
  • San Juan Basin Royalty Trust made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #199 holding.
  • Signator Financial Services first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's San Juan Basin Royalty Trust position peaked at $19K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.