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Centaurus Financial’s Saratoga Investment SAR Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-2,400
Closed -$66K – 1751
2018
Q2 		$66K Buy
+2,400
New +$53.4K 0.01% 848

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Centaurus Financial's SAR Position: Q3 2018 in Review

Centaurus Financial sold out of Saratoga Investment (SAR) in Q3 2018, closing a stake of 2,400 shares — an estimated $66K sold.

Centaurus Financial first reported a position in SAR in Q2 2018 and held it in 1 quarter. The position peaked at $66K in Q2 2018. 30 funds tracked by Wall St. Rank hold SAR as of Q3 2018.

  • Centaurus Financial reported no remaining Saratoga Investment position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 2,400 Saratoga Investment shares in Q3 2018, an estimated $66K.
  • Centaurus Financial first reported a position in Saratoga Investment in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Saratoga Investment position peaked at $66K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.