CAM
SBR

Cypress Asset Management’s Sabine Royalty Trust SBR Stock Holding History

Cypress Asset Management’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
2013
Q4 		– Sell
-4,112
Closed -$209K – 202
2013
Q3 		$209K Sell
4,112
-525
-11% -$27.2K 0.04% 185
2013
Q2 		$240K Buy
+4,637
New +$237K 0.04% 177

Other funds holding SBR

LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cypress Asset Management's SBR Position: Q4 2013 in Review

Cypress Asset Management sold out of Sabine Royalty Trust (SBR) in Q4 2013, closing a stake of 4,112 shares — an estimated $209K sold.

Cypress Asset Management first reported a position in SBR in Q2 2013 and held it in 2 quarters. The position peaked at $240K in Q2 2013. 75 funds tracked by Wall St. Rank hold SBR as of Q4 2013.

  • Cypress Asset Management reported no remaining Sabine Royalty Trust position as of Q4 2013 after selling out during the quarter.
  • Cypress Asset Management sold 4,112 Sabine Royalty Trust shares in Q4 2013, an estimated $209K.
  • Cypress Asset Management first reported a position in Sabine Royalty Trust in Q2 2013 and held it in 2 quarters.
  • Cypress Asset Management's Sabine Royalty Trust position peaked at $240K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2013.

Based on Cypress Asset Management's 13F filing for Q4 2013, filed 10 Feb 2014.