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Capital Group Fixed Income E shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 8.9k 25.58
2023-09-30 $226k 9.0k 25.04
2023-06-30 $243k 9.7k 25.10

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
WNY Asset Management
Lincoln National
Bridgewealth Advisory Group
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Souders Financial Advisors
New England Capital Financial Advisors
Jane Street
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group Fixed Income E