AG
SFE

Advisor Group’s Safeguard Scientifics, Inc. SFE Stock Holding History

Advisor Group’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-200
Closed -$2K – 5489
2019
Q3 		$2K Buy
+200
New +$2.38K ﹤0.01% 5022
2017
Q1 		– Sell
-17
Closed – – 4828
2016
Q4 		$0 Sell
17
-8
-32% -$99 ﹤0.01% 4656
2016
Q3 		$0 Hold
25
– – ﹤0.01% 4646
2016
Q2 		$0 Buy
+25
New +$335 ﹤0.01% 4533

Other funds holding SFE

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
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Advisor Group's SFE Position: Q4 2019 in Review

Advisor Group sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2019, closing a stake of 200 shares — an estimated $2K sold.

Advisor Group first reported a position in SFE in Q2 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 91 funds tracked by Wall St. Rank hold SFE as of Q4 2019.

  • Advisor Group reported no remaining Safeguard Scientifics, Inc. position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 200 Safeguard Scientifics, Inc. shares in Q4 2019, an estimated $2K.
  • Advisor Group first reported a position in Safeguard Scientifics, Inc. in Q2 2016 and held it in 4 quarters.
  • Advisor Group's Safeguard Scientifics, Inc. position peaked at $2K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.