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Sage Financial Group Inc Buys iShares Core S&P Small-Cap, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, SPDR Nuveen Bloomberg Barclays Municipal Bond, Sells iShares MSCI Frontier 100 Fund, BP Prudhoe Bay Royalty Trust, Crawford

W. Conshohocken, PA, based Investment company Sage Financial Group Inc buys iShares Core S&P Small-Cap, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, SPDR Nuveen Bloomberg Barclays Municipal Bond, Kinder Morgan Inc, sells iShares MSCI Frontier 100 Fund, BP Prudhoe Bay Royalty Trust, Crawford, Deutsche Bank AG during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Sage Financial Group Inc. As of 2018-06-30, Sage Financial Group Inc owns 54 stocks with a total value of $465 million. These are the details of the buys and sells.

For the details of SAGE FINANCIAL GROUP INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SAGE+FINANCIAL+GROUP+INC

These are the top 5 holdings of SAGE FINANCIAL GROUP INC
  1. Schwab U.S. Large-Cap (SCHX) - 3,667,748 shares, 51.23% of the total portfolio. Shares reduced by 0.27%
  2. Vanguard FTSE All World Ex US (VEU) - 764,274 shares, 8.51% of the total portfolio. Shares added by 2.04%
  3. Vanguard Value (VTV) - 317,055 shares, 7.07% of the total portfolio. Shares added by 0.93%
  4. Vanguard Growth (VUG) - 213,432 shares, 6.87% of the total portfolio. Shares reduced by 2.4%
  5. Vanguard Mid-Cap Value (VOE) - 137,853 shares, 3.27% of the total portfolio. Shares added by 3.52%
New Purchase: iShares Core S&P Small-Cap (IJR)

Sage Financial Group Inc initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $86.83. The impact to a portfolio due to this purchase was 0.23%. The holding were 12,925 shares as of 2018-06-30.

New Purchase: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

Sage Financial Group Inc initiated holding in SPDR Nuveen Bloomberg Barclays Municipal Bond. The purchase prices were between $47.56 and $48.19, with an estimated average price of $47.85. The stock is now traded at around $48.07. The impact to a portfolio due to this purchase was 0.21%. The holding were 20,820 shares as of 2018-06-30.

New Purchase: Kinder Morgan Inc (KMI)

Sage Financial Group Inc initiated holding in Kinder Morgan Inc. The purchase prices were between $14.9 and $17.67, with an estimated average price of $16.36. The stock is now traded at around $18.02. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 222 shares as of 2018-06-30.

Added: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)

Sage Financial Group Inc added to a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker by 47.03%. The purchase prices were between $30.29 and $30.81, with an estimated average price of $30.55. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 0.22%. The holding were 104,615 shares as of 2018-06-30.

Sold Out: BP Prudhoe Bay Royalty Trust (BPT)

Sage Financial Group Inc sold out a holding in BP Prudhoe Bay Royalty Trust. The sale prices were between $21.55 and $30.6, with an estimated average price of $25.79.

Sold Out: Crawford & Co (CRD.A)

Sage Financial Group Inc sold out a holding in Crawford & Co. The sale prices were between $7.55 and $8.61, with an estimated average price of $8.02.

Sold Out: Deutsche Bank AG (DB)

Sage Financial Group Inc sold out a holding in Deutsche Bank AG. The sale prices were between $10.38 and $14.78, with an estimated average price of $12.78.

Reduced: iShares MSCI Frontier 100 Fund (FM)

Sage Financial Group Inc reduced to a holding in iShares MSCI Frontier 100 Fund by 32.72%. The sale prices were between $28.81 and $35.33, with an estimated average price of $32.18. The stock is now traded at around $29.54. The impact to a portfolio due to this sale was -0.05%. Sage Financial Group Inc still held 12,911 shares as of 2018-06-30.



Here is the complete portfolio of SAGE FINANCIAL GROUP INC. Also check out:

1. SAGE FINANCIAL GROUP INC's Undervalued Stocks
2. SAGE FINANCIAL GROUP INC's Top Growth Companies, and
3. SAGE FINANCIAL GROUP INC's High Yield stocks
4. Stocks that SAGE FINANCIAL GROUP INC keeps buying

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