BRWA
SBR

B. Riley Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-966
Closed -$35 – 1724
2014
Q4 		$35 Buy
+966
New +$45.6K ﹤0.01% 2278

Other funds holding SBR

LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

B. Riley Wealth Advisors's SBR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2015, closing a stake of 966 shares — an estimated $35 sold.

B. Riley Wealth Advisors first reported a position in SBR in Q4 2014 and held it in 1 quarter. The position peaked at $35 in Q4 2014. 65 funds tracked by Wall St. Rank hold SBR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 966 Sabine Royalty Trust shares in Q1 2015, an estimated $35.
  • B. Riley Wealth Advisors first reported a position in Sabine Royalty Trust in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Sabine Royalty Trust position peaked at $35 in Q4 2014.
  • 65 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.