Clarus Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

Clarus 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
2019 Q3	–	Sell	-425	Closed	-$21K	–	472
2019 Q2	$21K	Sell	425 -3,281	-89%	-$159K	0.02%	360
2019 Q1	$173K	Sell	3,706 -185	-5%	-$8.01K	0.13%	121
2018 Q4	$145K	Sell	3,891 -71	-2%	-$2.7K	0.23%	124
2018 Q3	$167K	Sell	3,962 -940	-19%	-$41.9K	0.11%	155
2018 Q2	$215K	Hold	4,902	–	–	0.16%	101
2018 Q1	$215K	Buy	4,902 +185	+4%	+$8.29K	0.2%	101
2017 Q4	$210K	Buy	+4,717	New	+$201K	0.2%	102

Other funds holding SBR

WCM

Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCM

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $1.05B AUM 25.3% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Clarus Wealth Advisors's SBR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q3 2019, closing a stake of 425 shares — an estimated $21K sold.

Clarus Wealth Advisors first reported a position in SBR in Q4 2017 and held it in 7 quarters. The position peaked at $215K in Q2 2018. 85 funds tracked by Wall St. Rank hold SBR as of Q3 2019.

Clarus Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 425 Sabine Royalty Trust shares in Q3 2019, an estimated $21K.
Clarus Wealth Advisors first reported a position in Sabine Royalty Trust in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Sabine Royalty Trust position peaked at $215K in Q2 2018.
85 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.