WP
SAGE

WealthPLAN Partners’s Sage Therapeutics SAGE Stock Holding History

WealthPLAN Partners’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-230
Closed -$16.1K – 373
2017
Q1 		$16.1K Buy
+230
New +$13.5K 0.06% 208
2016
Q3 		$10.6K Sell
230
-230
-50% -$9.36K ﹤0.01% 594
2016
Q2 		$6.94K Buy
+460
New +$15.3K ﹤0.01% 1872

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

WealthPLAN Partners's SAGE Position: Q2 2017 in Review

WealthPLAN Partners sold out of Sage Therapeutics (SAGE) in Q2 2017, closing a stake of 230 shares — an estimated $16.1K sold.

WealthPLAN Partners first reported a position in SAGE in Q2 2016 and held it in 3 quarters. The position peaked at $16.1K in Q1 2017. 191 funds tracked by Wall St. Rank hold SAGE as of Q2 2017.

  • WealthPLAN Partners reported no remaining Sage Therapeutics position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 230 Sage Therapeutics shares in Q2 2017, an estimated $16.1K.
  • WealthPLAN Partners first reported a position in Sage Therapeutics in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Sage Therapeutics position peaked at $16.1K in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.