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SAN JUAN BASIN RTY TR
SAN JUAN BASIN RTY TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 105 Institutional holders with a total value of $171,746,509.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 GUPTA WEALTH MANAGEMENT LLC 250 3,000 0.00%
102 Shamrock Asset Management LLC 167 2,000 0.00%
103 MYCIO WEALTH PARTNERS, LLC 80 1,000 0.00%
104 JFS WEALTH ADVISORS, LLC 100 1,000 0.00%
105 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.