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Sage Capital Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sage Capital Advisors’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,836
Closed -$879K – 94
2018
Q3 		$879K Buy
+6,836
New +$891K 0.55% 48

Other funds holding TLH

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sage Capital Advisors's TLH Position: Q4 2018 in Review

Sage Capital Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2018, closing a stake of 6,836 shares — an estimated $879K sold.

Sage Capital Advisors first reported a position in TLH in Q3 2018 and held it in 1 quarter. The position peaked at $879K in Q3 2018. 95 funds tracked by Wall St. Rank hold TLH as of Q4 2018.

  • Sage Capital Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Sage Capital Advisors sold 6,836 iShares 10-20 Year Treasury Bond ETF shares in Q4 2018, an estimated $879K.
  • Sage Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
  • Sage Capital Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $879K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2018.

Based on Sage Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.