MYIA
SAGE

Mount Yale Investment Advisors’s Sage Therapeutics SAGE Stock Holding History

Mount Yale Investment Advisors’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed -$1K – 683
2018
Q3 		$1K Sell
10
-88
-90% -$13.6K ﹤0.01% 921
2018
Q2 		$15K Sell
98
-95
-49% -$14.9K ﹤0.01% 842
2018
Q1 		$31K Buy
+193
New +$32.8K 0.01% 704

Other funds holding SAGE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's SAGE Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Sage Therapeutics (SAGE) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in SAGE in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q1 2018. 248 funds tracked by Wall St. Rank hold SAGE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Sage Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10 Sage Therapeutics shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in Sage Therapeutics in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Sage Therapeutics position peaked at $31K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.