AG
GUDB

Advisor Group’s Sage ESG Intermediate Credit ETF GUDB Stock Holding History

Advisor Group’s Portfolio GUDB Stock Details GUDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$82K Buy
+1,622
New +$82.8K ﹤0.01% 3075
2019
Q2 		– Sell
-174
Closed -$9K – 5470
2019
Q1 		$9K Hold
174
– – ﹤0.01% 4440
2018
Q4 		$8K Hold
174
– – ﹤0.01% 4341
2018
Q3 		$8K Buy
+174
New +$8.43K ﹤0.01% 4412

Other funds holding GUDB

SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Advisor Group's GUDB Position: Q4 2019 in Review

Advisor Group opened a new position in Sage ESG Intermediate Credit ETF (GUDB) in Q4 2019: 1,622 shares worth $82K. The stake represents ﹤0.01% of the portfolio and ranks #3075 among its holdings. This is a return to the name: Advisor Group previously reported a position in GUDB as recently as Q1 2019.

Advisor Group first reported a position in GUDB in Q3 2018 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold GUDB as of Q4 2019.

  • Advisor Group held 1,622 shares of Sage ESG Intermediate Credit ETF worth $82K as of Q4 2019.
  • Sage ESG Intermediate Credit ETF was a new Advisor Group position in Q4 2019.
  • Sage ESG Intermediate Credit ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3075 holding.
  • Advisor Group first reported a position in Sage ESG Intermediate Credit ETF in Q3 2018 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Sage ESG Intermediate Credit ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.