Ropes Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-600	Closed	-$17K	–	683
2020 Q4	$17K	Hold	600	–	–	﹤0.01%	503
2020 Q3	$17K	Hold	600	–	–	﹤0.01%	464
2020 Q2	$17K	Hold	600	–	–	﹤0.01%	405
2020 Q1	$17K	Hold	600	–	–	﹤0.01%	379
2019 Q4	$24K	Hold	600	–	–	0.01%	400
2019 Q3	$26K	Hold	600	–	–	0.01%	403
2019 Q2	$29K	Hold	600	–	–	0.01%	393
2019 Q1	$28K	Hold	600	–	–	0.01%	381
2018 Q4	$22K	Hold	600	–	–	0.01%	370
2018 Q3	$25K	Hold	600	–	–	0.01%	387
2018 Q2	$28K	Hold	600	–	–	0.01%	394
2018 Q1	$26K	Hold	600	–	–	0.01%	384
2017 Q4	$27K	Hold	600	–	–	0.01%	403
2017 Q3	$24K	Hold	600	–	–	0.01%	391
2017 Q2	$23K	Buy	+600	New	+$22.4K	0.01%	389

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Ropes Wealth Advisors's SBR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2021, closing a stake of 600 shares — an estimated $17K sold.

Ropes Wealth Advisors first reported a position in SBR in Q2 2017 and held it in 15 quarters. The position peaked at $29K in Q2 2019. 73 funds tracked by Wall St. Rank hold SBR as of Q1 2021.

Ropes Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 600 Sabine Royalty Trust shares in Q1 2021, an estimated $17K.
Ropes Wealth Advisors first reported a position in Sabine Royalty Trust in Q2 2017 and held it in 15 quarters.
Ropes Wealth Advisors's Sabine Royalty Trust position peaked at $29K in Q2 2019.
73 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.