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Capital Guardian Trust’s Saratoga Investment SAR Stock Holding History

Capital Guardian Trust’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$22K – 272
2017
Q3 		$22K Buy
+1,000
New +$21.1K ﹤0.01% 224

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LTFS
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CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFA
Nuveen Fund Advisors Chicago, Illinois $239K AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Guardian Trust's SAR Position: Q4 2017 in Review

Capital Guardian Trust sold out of Saratoga Investment (SAR) in Q4 2017, closing a stake of 1,000 shares — an estimated $22K sold.

Capital Guardian Trust first reported a position in SAR in Q3 2017 and held it in 1 quarter. The position peaked at $22K in Q3 2017. 25 funds tracked by Wall St. Rank hold SAR as of Q4 2017.

  • Capital Guardian Trust reported no remaining Saratoga Investment position as of Q4 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 1,000 Saratoga Investment shares in Q4 2017, an estimated $22K.
  • Capital Guardian Trust first reported a position in Saratoga Investment in Q3 2017 and held it in 1 quarter.
  • Capital Guardian Trust's Saratoga Investment position peaked at $22K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2017.

Based on Capital Guardian Trust's 13F filing for Q4 2017, filed 14 Feb 2018.