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Realta Investment Advisors’s Saratoga Investment SAR Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-400
Closed -$10K – 1178
2019
Q4 		$10K Buy
+400
New +$10K ﹤0.01% 1141

Other funds holding SAR

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Osaic Holdings
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Realta Investment Advisors's SAR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Saratoga Investment (SAR) in Q1 2020, closing a stake of 400 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in SAR in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 44 funds tracked by Wall St. Rank hold SAR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Saratoga Investment position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 400 Saratoga Investment shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in Saratoga Investment in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Saratoga Investment position peaked at $10K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.