Sage Advisory Services’s Sage ESG Intermediate Credit ETF GUDB Stock Holding History

Sage Advisory Services’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
2020 Q3	–	Sell	-237,955	Closed	-$12.3M	–	56
2020 Q2	$12.3M	Hold	237,955	–	–	3.88%	9
2020 Q1	$11.5M	Hold	237,955	–	–	4.45%	6
2019 Q4	$12M	Hold	237,955	–	–	3.81%	10
2019 Q3	$12.2M	Sell	237,955 -2,855	-1%	-$146K	3.98%	10
2019 Q2	$12.2M	Buy	+240,810	New	+$12M	3.57%	11
2018 Q4	–	Sell	-239,805	Closed	-$11.6M	–	64
2018 Q3	$11.6M	Buy	239,805 +4,555	+2%	+$221K	1.1%	25
2018 Q2	$11.4M	Buy	+235,250	New	+$11.4M	1.12%	26

Other funds holding GUDB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Advisory Services's GUDB Position: Q3 2020 in Review

Sage Advisory Services sold out of Sage ESG Intermediate Credit ETF (GUDB) in Q3 2020, closing a stake of 237,955 shares — an estimated $12.3M sold.

Sage Advisory Services first reported a position in GUDB in Q2 2018 and held it in 7 quarters. The position peaked at $12.3M in Q2 2020. 7 funds tracked by Wall St. Rank hold GUDB as of Q3 2020.

Sage Advisory Services reported no remaining Sage ESG Intermediate Credit ETF position as of Q3 2020 after selling out during the quarter.
Sage Advisory Services sold 237,955 Sage ESG Intermediate Credit ETF shares in Q3 2020, an estimated $12.3M.
Sage Advisory Services first reported a position in Sage ESG Intermediate Credit ETF in Q2 2018 and held it in 7 quarters.
Sage Advisory Services's Sage ESG Intermediate Credit ETF position peaked at $12.3M in Q2 2020.
7 funds tracked by Wall St. Rank held Sage ESG Intermediate Credit ETF as of Q3 2020.

Based on Sage Advisory Services's 13F filing for Q3 2020, filed 30 Oct 2020.