ARMC
SFE

American Research & Management Company’s Safeguard Scientifics, Inc. SFE Stock Holding History

American Research & Management Company’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
2018
Q3 		– Sell
-71,124
Closed -$910K – 355
2018
Q2 		$910K Sell
71,124
-22,900
-24% -$295K 0.32% 64
2018
Q1 		$1.15M Sell
94,024
-22,950
-20% -$279K 0.38% 56
2017
Q4 		$1.31M Sell
116,974
-6,942
-6% -$88.9K 0.4% 57
2017
Q3 		$1.65M Sell
123,916
-500
-0.4% -$6.16K 0.54% 47
2017
Q2 		$1.48M Sell
124,416
-10,100
-8% -$119K 0.49% 52
2017
Q1 		$1.71M Sell
134,516
-3,400
-2% -$42.8K 0.61% 43
2016
Q4 		$1.85M Sell
137,916
-37,150
-21% -$458K 0.64% 45
2016
Q3 		$2.27M Buy
175,066
+4,200
+2% +$55.7K 0.83% 37
2016
Q2 		$2.13M Buy
170,866
+20,100
+13% +$270K 0.82% 39
2016
Q1 		$2M Buy
150,766
+4,850
+3% +$61K 0.84% 38
2015
Q4 		$2.12M Buy
145,916
+9,500
+7% +$153K 0.9% 35
2015
Q3 		$2.12M Sell
136,416
-300
-0.2% -$5.38K 0.93% 35
2015
Q2 		$2.66M Sell
136,716
-400
-0.3% -$7.34K 1.08% 32
2015
Q1 		$2.48M Sell
137,116
-3,583
-3% -$66.3K 1.01% 34
2014
Q4 		$2.79M Sell
140,699
-1,606
-1% -$30.9K 1.03% 33
2014
Q3 		$2.62M Sell
142,305
-550
-0.4% -$10.9K 0.94% 36
2014
Q2 		$2.97M Buy
142,855
+2,600
+2% +$52.3K 1.03% 33
2014
Q1 		$3.11M Buy
140,255
+1,800
+1% +$35.8K 1.11% 31
2013
Q4 		$2.78M Buy
138,455
+25,750
+23% +$456K 0.99% 32
2013
Q3 		$1.77M Sell
112,705
-400
-0.4% -$6.16K 0.7% 45
2013
Q2 		$1.81M Buy
+113,105
New +$1.8M 0.73% 43

Other funds holding SFE

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

American Research & Management Company's SFE Position: Q3 2018 in Review

American Research & Management Company sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2018, closing a stake of 71,124 shares — an estimated $910K sold.

American Research & Management Company first reported a position in SFE in Q2 2013 and held it in 21 quarters. The position peaked at $3.11M in Q1 2014. 86 funds tracked by Wall St. Rank hold SFE as of Q3 2018.

  • American Research & Management Company reported no remaining Safeguard Scientifics, Inc. position as of Q3 2018 after selling out during the quarter.
  • American Research & Management Company sold 71,124 Safeguard Scientifics, Inc. shares in Q3 2018, an estimated $910K.
  • American Research & Management Company first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 21 quarters.
  • American Research & Management Company's Safeguard Scientifics, Inc. position peaked at $3.11M in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2018.

Based on American Research & Management Company's 13F filing for Q3 2018, filed 4 Oct 2018.