RFA
SAGE

Reilly Financial Advisors’s Sage Therapeutics SAGE Stock Holding History

Reilly Financial 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
Q1 		– Sell
-77
Closed -$13K – 1042
2017
Q4 		$13K Hold
77
– – ﹤0.01% 605
2017
Q3 		$5K Hold
77
– – ﹤0.01% 763
2017
Q2 		$6K Hold
77
– – ﹤0.01% 746
2017
Q1 		$5K Buy
+77
New +$4.51K ﹤0.01% 742

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Reilly Financial Advisors's SAGE Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Sage Therapeutics (SAGE) in Q1 2018, closing a stake of 77 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in SAGE in Q1 2017 and held it in 4 quarters. The position peaked at $13K in Q4 2017. 250 funds tracked by Wall St. Rank hold SAGE as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Sage Therapeutics position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 77 Sage Therapeutics shares in Q1 2018, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Sage Therapeutics in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's Sage Therapeutics position peaked at $13K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.