Chicago Partners Investment Group
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Chicago Partners Investment Group’s Sabine Royalty Trust SBR Stock Holding History

Chicago Partners Investment 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
2018
Q2 		– Sell
-99
Closed -$4K – 988
2018
Q1 		$4K Hold
99
– – ﹤0.01% 864
2017
Q4 		$4K Hold
99
– – ﹤0.01% 825
2017
Q3 		$4K Buy
+99
New +$3.91K ﹤0.01% 890
2017
Q2 		– Sell
-99
Closed -$4K – 766
2017
Q1 		$4K Hold
99
– – ﹤0.01% 503
2016
Q4 		$3K Hold
99
– – ﹤0.01% 493
2016
Q3 		$4K Hold
99
– – ﹤0.01% 463
2016
Q2 		$3K Hold
99
– – ﹤0.01% 422
2016
Q1 		$3K Buy
+99
New +$3K ﹤0.01% 409

Other funds holding SBR

WCM
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Chicago Partners Investment Group's SBR Position: Q2 2018 in Review

Chicago Partners Investment Group sold out of Sabine Royalty Trust (SBR) in Q2 2018, closing a stake of 99 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in SBR in Q1 2016 and held it in 8 quarters. The position peaked at $4K in Q1 2018. 79 funds tracked by Wall St. Rank hold SBR as of Q2 2018.

  • Chicago Partners Investment Group reported no remaining Sabine Royalty Trust position as of Q2 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 99 Sabine Royalty Trust shares in Q2 2018, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Sabine Royalty Trust in Q1 2016 and held it in 8 quarters.
  • Chicago Partners Investment Group's Sabine Royalty Trust position peaked at $4K in Q1 2018.
  • 79 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2018.

Based on Chicago Partners Investment Group's 13F filing for Q2 2018, filed 31 Aug 2018.