RMR Wealth Builders’s Sabine Royalty Trust SBR Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-53	Closed	-$2K	–	597
2021 Q1	$2K	Buy	53 +1	+2%	+$31	﹤0.01%	739
2020 Q4	$1K	Buy	+52	New	+$1.52K	﹤0.01%	508
2020 Q3	–	Sell	-50	Closed	-$1K	–	425
2020 Q2	$1K	Buy	+50	New	+$1.37K	﹤0.01%	429
2019 Q4	$2K	Buy	+50	New	+$1.98K	﹤0.01%	393

Other funds holding SBR

WCM

Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

RMR Wealth Builders's SBR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Sabine Royalty Trust (SBR) in Q2 2021, closing a stake of 53 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in SBR in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 77 funds tracked by Wall St. Rank hold SBR as of Q2 2021.

RMR Wealth Builders reported no remaining Sabine Royalty Trust position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 53 Sabine Royalty Trust shares in Q2 2021, an estimated $2K.
RMR Wealth Builders first reported a position in Sabine Royalty Trust in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Sabine Royalty Trust position peaked at $2K in Q1 2021.
77 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.