ACI
SBR

Alpha Cubed Investments’s Sabine Royalty Trust SBR Stock Holding History

Alpha Cubed Investments’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,012
Closed -$242K – 253
2019
Q4 		$242K Buy
+6,012
New +$238K 0.02% 221

Other funds holding SBR

WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Alpha Cubed Investments's SBR Position: Q1 2020 in Review

Alpha Cubed Investments sold out of Sabine Royalty Trust (SBR) in Q1 2020, closing a stake of 6,012 shares — an estimated $242K sold.

Alpha Cubed Investments first reported a position in SBR in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 70 funds tracked by Wall St. Rank hold SBR as of Q1 2020.

  • Alpha Cubed Investments reported no remaining Sabine Royalty Trust position as of Q1 2020 after selling out during the quarter.
  • Alpha Cubed Investments sold 6,012 Sabine Royalty Trust shares in Q1 2020, an estimated $242K.
  • Alpha Cubed Investments first reported a position in Sabine Royalty Trust in Q4 2019 and held it in 1 quarter.
  • Alpha Cubed Investments's Sabine Royalty Trust position peaked at $242K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2020.

Based on Alpha Cubed Investments's 13F filing for Q1 2020, filed 10 Apr 2020.