APP
SBR

Avantax Planning Partners’s Sabine Royalty Trust SBR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-800
Closed -$34K – 1016
2018
Q3 		$34K Buy
+800
New +$35.6K ﹤0.01% 575
2018
Q2 		– Sell
-800
Closed -$35K – 1237
2018
Q1 		$35K Buy
+800
New +$35.9K ﹤0.01% 601

Other funds holding SBR

WCM
Wildcat Capital Management New York $229M AUM 132.65% 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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Planning Partners's SBR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sabine Royalty Trust (SBR) in Q4 2018, closing a stake of 800 shares — an estimated $34K sold.

Avantax Planning Partners first reported a position in SBR in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2018. 70 funds tracked by Wall St. Rank hold SBR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sabine Royalty Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 800 Sabine Royalty Trust shares in Q4 2018, an estimated $34K.
  • Avantax Planning Partners first reported a position in Sabine Royalty Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sabine Royalty Trust position peaked at $35K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.