APA
SBR

American Portfolios Advisors’s Sabine Royalty Trust SBR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$144K Buy
2,020
+20
+1% +$1.42K 0.01% 1159
2022
Q2 		$122K Buy
2,000
+700
+54% +$47.2K 0.01% 1303
2022
Q1 		$75.1K Buy
+1,300
New +$68.5K ﹤0.01% 1681

Other funds holding SBR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

American Portfolios Advisors's SBR Position: Q3 2022 in Review

American Portfolios Advisors increased its Sabine Royalty Trust (SBR) stake by 1% in Q3 2022, buying an estimated $1.42K and bringing the position to 2,020 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #1159.

American Portfolios Advisors first reported a position in SBR in Q1 2022 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold SBR as of Q3 2022.

  • American Portfolios Advisors held 2,020 shares of Sabine Royalty Trust worth $144K as of Q3 2022.
  • American Portfolios Advisors bought 20 Sabine Royalty Trust shares in Q3 2022, an estimated $1.42K.
  • Sabine Royalty Trust made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1159 holding.
  • American Portfolios Advisors first reported a position in Sabine Royalty Trust in Q1 2022 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.