WTB
SJT

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

Washington Trust 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
2017
Q2 		– Sell
-4,000
Closed -$29K – 690
2017
Q1 		$29K Buy
+4,000
New +$27.9K 0.01% 461

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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Washington Trust Bank's SJT Position: Q2 2017 in Review

Washington Trust Bank sold out of San Juan Basin Royalty Trust (SJT) in Q2 2017, closing a stake of 4,000 shares — an estimated $29K sold.

Washington Trust Bank first reported a position in SJT in Q1 2017 and held it in 1 quarter. The position peaked at $29K in Q1 2017. 80 funds tracked by Wall St. Rank hold SJT as of Q2 2017.

  • Washington Trust Bank reported no remaining San Juan Basin Royalty Trust position as of Q2 2017 after selling out during the quarter.
  • Washington Trust Bank sold 4,000 San Juan Basin Royalty Trust shares in Q2 2017, an estimated $29K.
  • Washington Trust Bank first reported a position in San Juan Basin Royalty Trust in Q1 2017 and held it in 1 quarter.
  • Washington Trust Bank's San Juan Basin Royalty Trust position peaked at $29K in Q1 2017.
  • 80 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2017.

Based on Washington Trust Bank's 13F filing for Q2 2017, filed 20 Jul 2017.