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Financial Architects (New Jersey)’s Sabine Royalty Trust SBR Stock Holding History

Financial Architects (New Jersey)’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
2014
Q4 		– Sell
-192
Closed -$10K – 1023
2014
Q3 		$10K Buy
192
+4
+2% +$227 ﹤0.01% 610
2014
Q2 		$11K Buy
+188
New +$10.4K 0.01% 617
2013
Q4 		– Sell
-177
Closed -$9K – 474
2013
Q3 		$9K Buy
177
+3
+2% +$155 0.01% 500
2013
Q2 		$9K Buy
+174
New +$8.91K 0.01% 478

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 $42.5B AUM 18.19% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Financial Architects (New Jersey)'s SBR Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of Sabine Royalty Trust (SBR) in Q4 2014, closing a stake of 192 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in SBR in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q2 2014. 70 funds tracked by Wall St. Rank hold SBR as of Q4 2014.

  • Financial Architects (New Jersey) reported no remaining Sabine Royalty Trust position as of Q4 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 192 Sabine Royalty Trust shares in Q4 2014, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Sabine Royalty Trust in Q2 2013 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Sabine Royalty Trust position peaked at $11K in Q2 2014.
  • 70 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.