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Sage Financial Group Inc Buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, BP Prudhoe Bay Royalty Trust, Sells SPDR Nuveen Bloomberg Barclays Municipal Bond, Kinder Morgan Inc

W. Conshohocken, PA, based Investment company Sage Financial Group Inc buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, BP Prudhoe Bay Royalty Trust, Crawford, Deutsche Bank AG, sells SPDR Nuveen Bloomberg Barclays Municipal Bond, Kinder Morgan Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Sage Financial Group Inc. As of 2018-09-30, Sage Financial Group Inc owns 56 stocks with a total value of $493 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) - 3,628,925 shares, 51.17% of the total portfolio. Shares reduced by 1.06%
  2. Vanguard FTSE All World Ex US (VEU) - 791,320 shares, 8.35% of the total portfolio. Shares added by 3.54%
  3. Vanguard Value (VTV) - 322,623 shares, 7.24% of the total portfolio. Shares added by 1.76%
  4. Vanguard Growth (VUG) - 213,306 shares, 6.96% of the total portfolio. Shares reduced by 0.06%
  5. Vanguard S&P 500 (VOO) - 62,387 shares, 3.38% of the total portfolio. Shares added by 6.14%
New Purchase: iShares Core S&P Mid-Cap (IJH)

Sage Financial Group Inc initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $194.86 and $204.98, with an estimated average price of $200.94. The stock is now traded at around $186.08. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,108 shares as of 2018-09-30.

New Purchase: BP Prudhoe Bay Royalty Trust (BPT)

Sage Financial Group Inc initiated holding in BP Prudhoe Bay Royalty Trust. The purchase prices were between $27.15 and $34.45, with an estimated average price of $30. The stock is now traded at around $33.93. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,470 shares as of 2018-09-30.

New Purchase: Deutsche Bank AG (DB)

Sage Financial Group Inc initiated holding in Deutsche Bank AG. The purchase prices were between $10.64 and $13.06, with an estimated average price of $11.74. The stock is now traded at around $10.73. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,000 shares as of 2018-09-30.

New Purchase: Crawford & Co (CRD.A)

Sage Financial Group Inc initiated holding in Crawford & Co. The purchase prices were between $8.25 and $9.07, with an estimated average price of $8.58. The stock is now traded at around $8.96. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 750 shares as of 2018-09-30.

Added: iShares Core S&P Small-Cap (IJR)

Sage Financial Group Inc added to a holding in iShares Core S&P Small-Cap by 96.20%. The purchase prices were between $84.33 and $90.31, with an estimated average price of $87.6. The stock is now traded at around $79.13. The impact to a portfolio due to this purchase was 0.22%. The holding were 25,359 shares as of 2018-09-30.

Sold Out: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

Sage Financial Group Inc sold out a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond. The sale prices were between $47.43 and $48.2, with an estimated average price of $47.9.

Sold Out: Kinder Morgan Inc (KMI)

Sage Financial Group Inc sold out a holding in Kinder Morgan Inc. The sale prices were between $17.43 and $18.3, with an estimated average price of $17.88.



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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