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Sage Capital Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sage Capital Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,460
Closed -$320K – 101
2019
Q4 		$320K Buy
+2,460
New +$335K 0.2% 76

Other funds holding EDV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Capital Advisors's EDV Position: Q1 2020 in Review

Sage Capital Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2020, closing a stake of 2,460 shares — an estimated $320K sold.

Sage Capital Advisors first reported a position in EDV in Q4 2019 and held it in 1 quarter. The position peaked at $320K in Q4 2019. 110 funds tracked by Wall St. Rank hold EDV as of Q1 2020.

  • Sage Capital Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2020 after selling out during the quarter.
  • Sage Capital Advisors sold 2,460 Vanguard World Funds Extended Duration ETF shares in Q1 2020, an estimated $320K.
  • Sage Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and held it in 1 quarter.
  • Sage Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $320K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2020.

Based on Sage Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.