DLG
SBR

Daniel L. Goodwin’s Sabine Royalty Trust SBR Stock Holding History

Daniel L. Goodwin’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
2017
Q3 		– Sell
-6,450
Closed -$250K – 93
2017
Q2 		$250K Hold
6,450
– – 0.11% 82
2017
Q1 		$230K Hold
6,450
– – 0.1% 78
2016
Q4 		$227K Hold
6,450
– – 0.09% 75
2016
Q3 		$237K Hold
6,450
– – 0.08% 86
2016
Q2 		$215K Buy
+6,450
New +$213K 0.07% 93
2015
Q3 		– Sell
-6,450
Closed -$243K – 114
2015
Q2 		$243K Hold
6,450
– – 0.06% 83
2015
Q1 		$254K Hold
6,450
– – 0.06% 95
2014
Q4 		$231K Hold
6,450
– – 0.04% 105
2014
Q3 		$350K Hold
6,450
– – 0.08% 77
2014
Q2 		$391K Hold
6,450
– – 0.07% 77
2014
Q1 		$319K Hold
6,450
– – 0.06% 87
2013
Q4 		$326K Hold
6,450
– – 0.06% 79
2013
Q3 		$328K Hold
6,450
– – 0.07% 83
2013
Q2 		$333K Buy
+6,450
New +$330K 0.06% 85

Other funds holding SBR

WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Daniel L. Goodwin's SBR Position: Q3 2017 in Review

Daniel L. Goodwin sold out of Sabine Royalty Trust (SBR) in Q3 2017, closing a stake of 6,450 shares — an estimated $250K sold.

Daniel L. Goodwin first reported a position in SBR in Q2 2013 and held it in 14 quarters. The position peaked at $391K in Q2 2014. 68 funds tracked by Wall St. Rank hold SBR as of Q3 2017.

  • Daniel L. Goodwin reported no remaining Sabine Royalty Trust position as of Q3 2017 after selling out during the quarter.
  • Daniel L. Goodwin sold 6,450 Sabine Royalty Trust shares in Q3 2017, an estimated $250K.
  • Daniel L. Goodwin first reported a position in Sabine Royalty Trust in Q2 2013 and held it in 14 quarters.
  • Daniel L. Goodwin's Sabine Royalty Trust position peaked at $391K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2017.

Based on Daniel L. Goodwin's 13F filing for Q3 2017, filed 25 Oct 2017.