GI
SBR

Gradient Investments’s Sabine Royalty Trust SBR Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-163
Closed -$7K – 1319
2021
Q4 		$7K Buy
163
+48
+42% +$2.04K ﹤0.01% 879
2021
Q3 		$5K Hold
115
– – ﹤0.01% 890
2021
Q2 		$5K Hold
115
– – ﹤0.01% 884
2021
Q1 		$3K Buy
+115
New +$3.62K ﹤0.01% 971
2020
Q2 		– Sell
-100
Closed -$3K – 1177
2020
Q1 		$3K Buy
+100
New +$3.54K ﹤0.01% 872

Other funds holding SBR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
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
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Gradient Investments's SBR Position: Q1 2022 in Review

Gradient Investments sold out of Sabine Royalty Trust (SBR) in Q1 2022, closing a stake of 163 shares — an estimated $7K sold.

Gradient Investments first reported a position in SBR in Q1 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 92 funds tracked by Wall St. Rank hold SBR as of Q1 2022.

  • Gradient Investments reported no remaining Sabine Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 163 Sabine Royalty Trust shares in Q1 2022, an estimated $7K.
  • Gradient Investments first reported a position in Sabine Royalty Trust in Q1 2020 and held it in 5 quarters.
  • Gradient Investments's Sabine Royalty Trust position peaked at $7K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.