Wealthcare Advisory Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,554	Closed	-$6K	–	1654
2021 Q1	$6K	Buy	+1,554	New	+$5.87K	﹤0.01%	1606
2020 Q2	–	Sell	-1,554	Closed	-$3K	–	1179
2020 Q1	$3K	Hold	1,554	–	–	﹤0.01%	1253
2019 Q4	$4K	Hold	1,554	–	–	﹤0.01%	1166
2019 Q3	$5K	Hold	1,554	–	–	﹤0.01%	1085
2019 Q2	$6K	Hold	1,554	–	–	﹤0.01%	1027
2019 Q1	$8K	Hold	1,554	–	–	﹤0.01%	877
2018 Q4	$7K	Hold	1,554	–	–	﹤0.01%	873
2018 Q3	$8K	Hold	1,554	–	–	﹤0.01%	910
2018 Q2	$9K	Hold	1,554	–	–	﹤0.01%	871
2018 Q1	$12K	Hold	1,554	–	–	﹤0.01%	696
2017 Q4	$13K	Hold	1,554	–	–	﹤0.01%	617
2017 Q3	$12K	Buy	+1,554	New	+$10.9K	﹤0.01%	514

Other funds holding SJT

First Eagle Investment Management New York $59B AUM 32.99% 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

MAA

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

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

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Wealthcare Advisory Partners's SJT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of San Juan Basin Royalty Trust (SJT) in Q2 2021, closing a stake of 1,554 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in SJT in Q3 2017 and held it in 12 quarters. The position peaked at $13K in Q4 2017. 51 funds tracked by Wall St. Rank hold SJT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining San Juan Basin Royalty Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,554 San Juan Basin Royalty Trust shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in San Juan Basin Royalty Trust in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's San Juan Basin Royalty Trust position peaked at $13K in Q4 2017.
51 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.