RFS
SAGE

Rockefeller Financial Services’s Sage Therapeutics SAGE Stock Holding History

Rockefeller Financial Services’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
2016
Q3 		– Sell
-2,257
Closed -$68K – 481
2016
Q2 		$68K Hold
2,257
– – ﹤0.01% 381
2016
Q1 		$72K Hold
2,257
– – ﹤0.01% 388
2015
Q4 		$132K Buy
+2,257
New +$112K ﹤0.01% 369

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rockefeller Financial Services's SAGE Position: Q3 2016 in Review

Rockefeller Financial Services sold out of Sage Therapeutics (SAGE) in Q3 2016, closing a stake of 2,257 shares — an estimated $68K sold.

Rockefeller Financial Services first reported a position in SAGE in Q4 2015 and held it in 3 quarters. The position peaked at $132K in Q4 2015. 154 funds tracked by Wall St. Rank hold SAGE as of Q3 2016.

  • Rockefeller Financial Services reported no remaining Sage Therapeutics position as of Q3 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,257 Sage Therapeutics shares in Q3 2016, an estimated $68K.
  • Rockefeller Financial Services first reported a position in Sage Therapeutics in Q4 2015 and held it in 3 quarters.
  • Rockefeller Financial Services's Sage Therapeutics position peaked at $132K in Q4 2015.
  • 154 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2016.

Based on Rockefeller Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.