AF
SFE

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

Allworth 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
Q3 		– Sell
-700
Closed -$5K – 1289
2020
Q2 		$5K Buy
+700
New +$4.43K ﹤0.01% 887

Other funds holding SFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's SFE Position: Q3 2020 in Review

Allworth Financial sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2020, closing a stake of 700 shares — an estimated $5K sold.

Allworth Financial first reported a position in SFE in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 75 funds tracked by Wall St. Rank hold SFE as of Q3 2020.

  • Allworth Financial reported no remaining Safeguard Scientifics, Inc. position as of Q3 2020 after selling out during the quarter.
  • Allworth Financial sold 700 Safeguard Scientifics, Inc. shares in Q3 2020, an estimated $5K.
  • Allworth Financial first reported a position in Safeguard Scientifics, Inc. in Q2 2020 and held it in 1 quarter.
  • Allworth Financial's Safeguard Scientifics, Inc. position peaked at $5K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2020.

Based on Allworth Financial's 13F filing for Q3 2020, filed 3 Nov 2020.