Wealthfront’s San Juan Basin Royalty Trust SJT Stock Holding History

Wealthfront’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
2014 Q3	–	Sell	-2	Closed	–	–	716
2014 Q2	$0	Buy	+2	New	+$38	﹤0.01%	622

Other funds holding SJT

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

MTC

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

MWR

McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

PRHC

P.R. Herzig & Co Roslyn Heights, New York $45.9M AUM 15.88% 1-Year Est. Return

Wealthfront's SJT Position: Q3 2014 in Review

Wealthfront sold out of San Juan Basin Royalty Trust (SJT) in Q3 2014, closing a stake of 2 shares.

Wealthfront first reported a position in SJT in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 94 funds tracked by Wall St. Rank hold SJT as of Q3 2014.

Wealthfront reported no remaining San Juan Basin Royalty Trust position as of Q3 2014 after selling out during the quarter.
Wealthfront sold 2 San Juan Basin Royalty Trust shares in Q3 2014.
Wealthfront first reported a position in San Juan Basin Royalty Trust in Q2 2014 and held it in 1 quarter.
Wealthfront's San Juan Basin Royalty Trust position peaked at $0 in Q2 2014.
94 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.