LPL Financial
GUDB

LPL Financial’s Sage ESG Intermediate Credit ETF GUDB Stock Holding History

LPL Financial’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
2019
Q4 		– Sell
-7,579
Closed -$388K – 3460
2019
Q3 		$388K Buy
+7,579
New +$386K ﹤0.01% 2472

Other funds holding GUDB

SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

LPL Financial's GUDB Position: Q4 2019 in Review

LPL Financial sold out of Sage ESG Intermediate Credit ETF (GUDB) in Q4 2019, closing a stake of 7,579 shares — an estimated $388K sold.

LPL Financial first reported a position in GUDB in Q3 2019 and held it in 1 quarter. The position peaked at $388K in Q3 2019. 7 funds tracked by Wall St. Rank hold GUDB as of Q4 2019.

  • LPL Financial reported no remaining Sage ESG Intermediate Credit ETF position as of Q4 2019 after selling out during the quarter.
  • LPL Financial sold 7,579 Sage ESG Intermediate Credit ETF shares in Q4 2019, an estimated $388K.
  • LPL Financial first reported a position in Sage ESG Intermediate Credit ETF in Q3 2019 and held it in 1 quarter.
  • LPL Financial's Sage ESG Intermediate Credit ETF position peaked at $388K in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Sage ESG Intermediate Credit ETF as of Q4 2019.

Based on LPL Financial's 13F filing for Q4 2019, filed 14 Feb 2020.