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Sound Income Strategies’s Saratoga Investment SAR Stock Holding History

Sound Income Strategies’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
2020
Q1 		– Sell
-300
Closed -$7K – 857
2019
Q4 		$7K Buy
+300
New +$7.53K ﹤0.01% 405

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PI
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VEA
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Marshall Wace
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AAM
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RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sound Income Strategies's SAR Position: Q1 2020 in Review

Sound Income Strategies sold out of Saratoga Investment (SAR) in Q1 2020, closing a stake of 300 shares — an estimated $7K sold.

Sound Income Strategies first reported a position in SAR in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 44 funds tracked by Wall St. Rank hold SAR as of Q1 2020.

  • Sound Income Strategies reported no remaining Saratoga Investment position as of Q1 2020 after selling out during the quarter.
  • Sound Income Strategies sold 300 Saratoga Investment shares in Q1 2020, an estimated $7K.
  • Sound Income Strategies first reported a position in Saratoga Investment in Q4 2019 and held it in 1 quarter.
  • Sound Income Strategies's Saratoga Investment position peaked at $7K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2020.

Based on Sound Income Strategies's 13F filing for Q1 2020, filed 7 Apr 2020.