Advisory Research’s Safeguard Scientifics, Inc. SFE Stock Holding History

Advisory Research’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
2014 Q3	–	Sell	-37,490	Closed	-$779K	–	339
2014 Q2	$779K	Sell	37,490 -45,420	-55%	-$914K	0.01%	272
2014 Q1	$1.84M	Buy	+82,910	New	+$1.65M	0.02%	194

Other funds holding SFE

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

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisory Research's SFE Position: Q3 2014 in Review

Advisory Research sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2014, closing a stake of 37,490 shares — an estimated $779K sold.

Advisory Research first reported a position in SFE in Q1 2014 and held it in 2 quarters. The position peaked at $1.84M in Q1 2014. 103 funds tracked by Wall St. Rank hold SFE as of Q3 2014.

Advisory Research reported no remaining Safeguard Scientifics, Inc. position as of Q3 2014 after selling out during the quarter.
Advisory Research sold 37,490 Safeguard Scientifics, Inc. shares in Q3 2014, an estimated $779K.
Advisory Research first reported a position in Safeguard Scientifics, Inc. in Q1 2014 and held it in 2 quarters.
Advisory Research's Safeguard Scientifics, Inc. position peaked at $1.84M in Q1 2014.
103 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2014.

Based on Advisory Research's 13F filing for Q3 2014, filed 6 Nov 2014.