AWG
SBR

Altus Wealth Group’s Sabine Royalty Trust SBR Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-350
Closed -$10K – 670
2020
Q4 		$10K Buy
+350
New +$10.2K 0.01% 531

Other funds holding SBR

WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Altus Wealth Group's SBR Position: Q1 2021 in Review

Altus Wealth Group sold out of Sabine Royalty Trust (SBR) in Q1 2021, closing a stake of 350 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in SBR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 73 funds tracked by Wall St. Rank hold SBR as of Q1 2021.

  • Altus Wealth Group reported no remaining Sabine Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 350 Sabine Royalty Trust shares in Q1 2021, an estimated $10K.
  • Altus Wealth Group first reported a position in Sabine Royalty Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Sabine Royalty Trust position peaked at $10K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.