GSC
SBR

Ground Swell Capital’s Sabine Royalty Trust SBR Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-100
Closed -$6K – 2718
2014
Q2 		$6K Buy
+100
New +$5.53K 0.01% 1000

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 $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
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Ground Swell Capital's SBR Position: Q3 2014 in Review

Ground Swell Capital sold out of Sabine Royalty Trust (SBR) in Q3 2014, closing a stake of 100 shares — an estimated $6K sold.

Ground Swell Capital first reported a position in SBR in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 81 funds tracked by Wall St. Rank hold SBR as of Q3 2014.

  • Ground Swell Capital reported no remaining Sabine Royalty Trust position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Sabine Royalty Trust shares in Q3 2014, an estimated $6K.
  • Ground Swell Capital first reported a position in Sabine Royalty Trust in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Sabine Royalty Trust position peaked at $6K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.