TFO
SBR

Tarbox Family Office’s Sabine Royalty Trust SBR Stock Holding History

Tarbox Family Office’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
Q1 		– Sell
-600
Closed -$30K – 551
2013
Q4 		$30K Buy
+600
New +$30.8K 0.03% 166

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Tarbox Family Office's SBR Position: Q1 2014 in Review

Tarbox Family Office sold out of Sabine Royalty Trust (SBR) in Q1 2014, closing a stake of 600 shares — an estimated $30K sold.

Tarbox Family Office first reported a position in SBR in Q4 2013 and held it in 1 quarter. The position peaked at $30K in Q4 2013. 73 funds tracked by Wall St. Rank hold SBR as of Q1 2014.

  • Tarbox Family Office reported no remaining Sabine Royalty Trust position as of Q1 2014 after selling out during the quarter.
  • Tarbox Family Office sold 600 Sabine Royalty Trust shares in Q1 2014, an estimated $30K.
  • Tarbox Family Office first reported a position in Sabine Royalty Trust in Q4 2013 and held it in 1 quarter.
  • Tarbox Family Office's Sabine Royalty Trust position peaked at $30K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2014.

Based on Tarbox Family Office's 13F filing for Q1 2014, filed 1 May 2014.