WEC
SJT

Winslow Evans & Crocker’s San Juan Basin Royalty Trust SJT Stock Holding History

Winslow Evans & Crocker’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
2015
Q2 		– Sell
-400
Closed -$4.79K – 1337
2015
Q1 		$4.79K Hold
400
– – ﹤0.01% 1041
2014
Q4 		$5.7K Hold
400
– – ﹤0.01% 1008
2014
Q3 		$7.6K Hold
400
– – ﹤0.01% 961
2014
Q2 		$7.72K Hold
400
– – ﹤0.01% 920
2014
Q1 		$7.06K Sell
400
-400
-50% -$6.94K ﹤0.01% 939
2013
Q4 		$13K Buy
+800
New +$13.2K ﹤0.01% 825

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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Winslow Evans & Crocker's SJT Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of San Juan Basin Royalty Trust (SJT) in Q2 2015, closing a stake of 400 shares — an estimated $4.79K sold.

Winslow Evans & Crocker first reported a position in SJT in Q4 2013 and held it in 6 quarters. The position peaked at $13K in Q4 2013. 90 funds tracked by Wall St. Rank hold SJT as of Q2 2015.

  • Winslow Evans & Crocker reported no remaining San Juan Basin Royalty Trust position as of Q2 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 San Juan Basin Royalty Trust shares in Q2 2015, an estimated $4.79K.
  • Winslow Evans & Crocker first reported a position in San Juan Basin Royalty Trust in Q4 2013 and held it in 6 quarters.
  • Winslow Evans & Crocker's San Juan Basin Royalty Trust position peaked at $13K in Q4 2013.
  • 90 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.