YorkBridge Wealth Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

YorkBridge Wealth 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
2017 Q2	–	Sell	-100	Closed	-$1K	–	907
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	836
2016 Q4	$1K	Buy	+100	New	+$630	﹤0.01%	848

Other funds holding SJT

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAA

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

FRM

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

YorkBridge Wealth Partners's SJT Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of San Juan Basin Royalty Trust (SJT) in Q2 2017, closing a stake of 100 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in SJT in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 80 funds tracked by Wall St. Rank hold SJT as of Q2 2017.

YorkBridge Wealth Partners reported no remaining San Juan Basin Royalty Trust position as of Q2 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 San Juan Basin Royalty Trust shares in Q2 2017, an estimated $1K.
YorkBridge Wealth Partners first reported a position in San Juan Basin Royalty Trust in Q4 2016 and held it in 2 quarters.
YorkBridge Wealth Partners's San Juan Basin Royalty Trust position peaked at $1K in Q1 2017.
80 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.