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WESPAC Advisors’s Saratoga Investment SAR Stock Holding History

WESPAC 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
2020
Q1 		– Sell
-40,810
Closed -$1.02M – 82
2019
Q4 		$1.02M Buy
+40,810
New +$1.02M 1% 42

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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

WESPAC Advisors's SAR Position: Q1 2020 in Review

WESPAC Advisors sold out of Saratoga Investment (SAR) in Q1 2020, closing a stake of 40,810 shares — an estimated $1.02M sold.

WESPAC Advisors first reported a position in SAR in Q4 2019 and held it in 1 quarter. The position peaked at $1.02M in Q4 2019. 44 funds tracked by Wall St. Rank hold SAR as of Q1 2020.

  • WESPAC Advisors reported no remaining Saratoga Investment position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 40,810 Saratoga Investment shares in Q1 2020, an estimated $1.02M.
  • WESPAC Advisors first reported a position in Saratoga Investment in Q4 2019 and held it in 1 quarter.
  • WESPAC Advisors's Saratoga Investment position peaked at $1.02M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.