HFA
SBR

HC Financial Advisors’s Sabine Royalty Trust SBR Stock Holding History

HC Financial Advisors’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
2020
Q4 		– Sell
-220
Closed -$6K – 390
2020
Q3 		$6K Buy
+220
New +$6.65K ﹤0.01% 305

Other funds holding SBR

WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

HC Financial Advisors's SBR Position: Q4 2020 in Review

HC Financial Advisors sold out of Sabine Royalty Trust (SBR) in Q4 2020, closing a stake of 220 shares — an estimated $6K sold.

HC Financial Advisors first reported a position in SBR in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 70 funds tracked by Wall St. Rank hold SBR as of Q4 2020.

  • HC Financial Advisors reported no remaining Sabine Royalty Trust position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 220 Sabine Royalty Trust shares in Q4 2020, an estimated $6K.
  • HC Financial Advisors first reported a position in Sabine Royalty Trust in Q3 2020 and held it in 1 quarter.
  • HC Financial Advisors's Sabine Royalty Trust position peaked at $6K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.