AIC
SBR

Ameritas Investment Company’s Sabine Royalty Trust SBR Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-1,007
Closed -$30.6K – 1825
2021
Q1 		$30.6K Buy
+1,007
New +$31.7K ﹤0.01% 1118
2020
Q2 		– Sell
-1,000
Closed -$28K – 1354
2020
Q1 		$28K Buy
+1,000
New +$35.4K ﹤0.01% 895
2019
Q4 		– Sell
-1,100
Closed -$48K – 1381
2019
Q3 		$48K Buy
+1,100
New +$49.1K 0.01% 671
2019
Q2 		– Sell
-314
Closed -$15K – 739
2019
Q1 		$15K Buy
+314
New +$13.6K ﹤0.01% 602

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 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
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

Ameritas Investment Company's SBR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Sabine Royalty Trust (SBR) in Q2 2021, closing a stake of 1,007 shares — an estimated $30.6K sold.

Ameritas Investment Company first reported a position in SBR in Q1 2019 and held it in 4 quarters. The position peaked at $48K in Q3 2019. 77 funds tracked by Wall St. Rank hold SBR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Sabine Royalty Trust position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,007 Sabine Royalty Trust shares in Q2 2021, an estimated $30.6K.
  • Ameritas Investment Company first reported a position in Sabine Royalty Trust in Q1 2019 and held it in 4 quarters.
  • Ameritas Investment Company's Sabine Royalty Trust position peaked at $48K in Q3 2019.
  • 77 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.