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Cutler Group’s Saratoga Investment SAR Stock Holding History

Cutler Group’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
Q1 		– Sell
-190
Closed -$3K – 7098
2016
Q4 		$3K Hold
190
– – ﹤0.01% 5377
2016
Q3 		$3K Hold
190
– – ﹤0.01% 5439
2016
Q2 		$3K Hold
190
– – ﹤0.01% 5423
2016
Q1 		$2K Sell
190
-800
-81% -$11.6K ﹤0.01% 5646
2015
Q4 		$15K Buy
+990
New +$15.5K ﹤0.01% 3710

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
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
AWW
Alan W. Weber $336M AUM 75.94% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cutler Group's SAR Position: Q1 2017 in Review

Cutler Group sold out of Saratoga Investment (SAR) in Q1 2017, closing a stake of 190 shares — an estimated $3K sold.

Cutler Group first reported a position in SAR in Q4 2015 and held it in 5 quarters. The position peaked at $15K in Q4 2015. 20 funds tracked by Wall St. Rank hold SAR as of Q1 2017.

  • Cutler Group reported no remaining Saratoga Investment position as of Q1 2017 after selling out during the quarter.
  • Cutler Group sold 190 Saratoga Investment shares in Q1 2017, an estimated $3K.
  • Cutler Group first reported a position in Saratoga Investment in Q4 2015 and held it in 5 quarters.
  • Cutler Group's Saratoga Investment position peaked at $15K in Q4 2015.
  • 20 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2017.

Based on Cutler Group's 13F filing for Q1 2017, filed 11 Apr 2017.