Advisornet Financial’s Safeguard Scientifics, Inc. SFE Stock Holding History

Advisornet Financial’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
2020 Q4	–	Sell	-500	Closed	-$3K	–	1874
2020 Q3	$3K	Hold	500	–	–	﹤0.01%	1528
2020 Q2	$4K	Hold	500	–	–	﹤0.01%	1506
2020 Q1	$3K	Hold	500	–	–	﹤0.01%	1544
2019 Q4	$5K	Hold	500	–	–	﹤0.01%	1572
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	1527
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	1368
2019 Q1	$5K	Hold	500	–	–	﹤0.01%	1336
2018 Q4	$4K	Hold	500	–	–	﹤0.01%	1284
2018 Q3	$5K	Hold	500	–	–	﹤0.01%	1290
2018 Q2	$6K	Hold	500	–	–	﹤0.01%	1265
2018 Q1	$6K	Buy	+500	New	+$6.08K	﹤0.01%	1203

Other funds holding SFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Advisornet Financial's SFE Position: Q4 2020 in Review

Advisornet Financial sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2020, closing a stake of 500 shares — an estimated $3K sold.

Advisornet Financial first reported a position in SFE in Q1 2018 and held it in 11 quarters. The position peaked at $6K in Q3 2019. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2020.

Advisornet Financial reported no remaining Safeguard Scientifics, Inc. position as of Q4 2020 after selling out during the quarter.
Advisornet Financial sold 500 Safeguard Scientifics, Inc. shares in Q4 2020, an estimated $3K.
Advisornet Financial first reported a position in Safeguard Scientifics, Inc. in Q1 2018 and held it in 11 quarters.
Advisornet Financial's Safeguard Scientifics, Inc. position peaked at $6K in Q3 2019.
81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.