Latest statistics and disclosures from Sage Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Schwab Strategic Tr us lrg cap etf, VEU, J P Morgan Exchange Traded F ultra shrt, VTV, VUG, and represent 67.51% of Sage Financial's stock portfolio.
- Added to shares of these 10 stocks: VEU (+$6.01M), IJH (+$5.57M), Schwab Strategic Tr us lrg cap etf (+$5.49M), Sch Us Mid-cap Etf etf, J P Morgan Exchange Traded F ultra shrt, IJR, MDYV, SLYV, MDYG, SCHG.
- Started 3 new stock positions in Dupont De Nemours Inc Com, Dow Inc, Corteva Inc Com.
- Reduced shares in these 10 stocks: Global X Fds glb x mlp enr (-$6.27M), EMB, , VUG, VV, Jp Morgan Alerian Mlp Index, Ishares U S Etf Tr Short Matur sht mat bd etf, VWO, Jp Morgan Exchange Traded Fd ultra shrt etf, Nuveen Barclays Shrt Term Muni bdfund.
- Sold out of its positions in ATVI, STD, CAC, CHK, Dowdupont Inc, F, Nutrien0ltd0com0npv0isin0#ca67077m10860sedol0#bdrjln0, Deutsche Bank Ag-registered.
- Sage Financial was a net buyer of stock by $11.07M.
- Sage Financial has $675.10M in assets under management (AUM), growing by 4.50%.
Companies in the Sage Financial portfolio as of June 2019 quarter
Past 13F-HR SEC Filings by Sage Financial
- Sage Financial 2019 Q1 filed April 25, 2019
- Sage Financial 2018 Q4 filed Jan. 28, 2019
- Sage Financial 2018 Q3 filed Oct. 22, 2018
- Sage Financial 2018 Q2 filed July 26, 2018
- Sage Financial 2018 Q1 filed April 26, 2018
- Sage Financial 2017 Q4 filed Feb. 5, 2018
- Sage Financial 2017 Q3 filed Nov. 1, 2017
- Sage Financial 2017 Q2 filed July 27, 2017
- Sage Financial 2017 Q1 filed April 24, 2017
- Sage Financial 2016 Q4 filed Jan. 26, 2017
- Sage Financial 2016 Q3 filed Oct. 27, 2016
- Sage Financial 2016 Q2 amended filed Aug. 4, 2016
- Sage Financial 2016 Q2 filed July 25, 2016
- Sage Financial 2016 Q1 filed May 9, 2016
- Sage Financial 2015 Q4 filed Jan. 28, 2016
- Sage Financial 2015 Q3 filed Nov. 5, 2015
- Sage Financial 2015 Q2 filed Aug. 13, 2015
- Sage Financial 2015 Q1 filed May 11, 2015
- Sage Financial 2014 Q4 filed Jan. 22, 2015