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SeaBridge Investment Advisors’s Saratoga Investment SAR Stock Holding History

SeaBridge Investment Advisors’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-430
Closed -$9K – 265
2017
Q2 		$9K Hold
430
– – ﹤0.01% 238
2017
Q1 		$9K Buy
+430
New +$9.44K ﹤0.01% 237

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFA
Nuveen Fund Advisors Chicago, Illinois $239K AUM 19.32% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SeaBridge Investment Advisors's SAR Position: Q3 2017 in Review

SeaBridge Investment Advisors sold out of Saratoga Investment (SAR) in Q3 2017, closing a stake of 430 shares — an estimated $9K sold.

SeaBridge Investment Advisors first reported a position in SAR in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 19 funds tracked by Wall St. Rank hold SAR as of Q3 2017.

  • SeaBridge Investment Advisors reported no remaining Saratoga Investment position as of Q3 2017 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 430 Saratoga Investment shares in Q3 2017, an estimated $9K.
  • SeaBridge Investment Advisors first reported a position in Saratoga Investment in Q1 2017 and held it in 2 quarters.
  • SeaBridge Investment Advisors's Saratoga Investment position peaked at $9K in Q2 2017.
  • 19 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2017.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2017, filed 19 Oct 2017.