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Global Wealth Management Investment Advisory’s Saratoga Investment SAR Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-100
Closed -$2K – 771
2019
Q1 		$2K Buy
+100
New +$2.26K ﹤0.01% 571

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's SAR Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Saratoga Investment (SAR) in Q2 2019, closing a stake of 100 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in SAR in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 31 funds tracked by Wall St. Rank hold SAR as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Saratoga Investment position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Saratoga Investment shares in Q2 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Saratoga Investment in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Saratoga Investment position peaked at $2K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.