On this page, we present all of the funds holding SAEF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SAEF, with a link to that fund's top holdings. The next columns indicate the amount of SAEF stock held by each of the funds holding SAEF, followed by the SAEF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 4 funds holding SAEF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding SAEF), click the fund name in the "Holder" column of the funds-holding-SAEF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 230,813 | $5,676 | 03/31/2024 |
SAEF | 230,813 | $5,676 | 03/31/2024 |
Sonoma Private Wealth LLC | 16,713 | $390 | 12/31/2023 |
SAEF | 16,713 | $390 | 12/31/2023 |
UBS Group AG | 1,276 | $30 | 12/31/2023 |
SAEF | 1,276 | $30 | 12/31/2023 |
Royal Bank of Canada | 394 | $9 | 12/31/2023 |
SAEF | 394 | $9 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SAEF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SAEF
See Details: Top 10 Hedge Funds Holding SAEF
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