Envestnet Asset Management’s Sage ESG Intermediate Credit ETF GUDB Stock Holding History

Envestnet Asset Management’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
2020 Q4	–	Sell	-4,005	Closed	-$209K	–	3373
2020 Q3	$209K	Buy	4,005 +11	+0.3%	+$577	﹤0.01%	2901
2020 Q2	$208K	Buy	+3,994	New	+$205K	﹤0.01%	2859
2020 Q1	–	Sell	-4,107	Closed	-$208K	–	3205
2019 Q4	$208K	Buy	+4,107	New	+$210K	﹤0.01%	2905

Other funds holding GUDB

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Envestnet Asset Management's GUDB Position: Q4 2020 in Review

Envestnet Asset Management sold out of Sage ESG Intermediate Credit ETF (GUDB) in Q4 2020, closing a stake of 4,005 shares — an estimated $209K sold.

Envestnet Asset Management first reported a position in GUDB in Q4 2019 and held it in 3 quarters. The position peaked at $209K in Q3 2020. 1 fund tracked by Wall St. Rank holds GUDB as of Q4 2020.

Envestnet Asset Management reported no remaining Sage ESG Intermediate Credit ETF position as of Q4 2020 after selling out during the quarter.
Envestnet Asset Management sold 4,005 Sage ESG Intermediate Credit ETF shares in Q4 2020, an estimated $209K.
Envestnet Asset Management first reported a position in Sage ESG Intermediate Credit ETF in Q4 2019 and held it in 3 quarters.
Envestnet Asset Management's Sage ESG Intermediate Credit ETF position peaked at $209K in Q3 2020.
1 fund tracked by Wall St. Rank held Sage ESG Intermediate Credit ETF as of Q4 2020.

Based on Envestnet Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.