BRWA
SFE

B. Riley Wealth Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-25
Closed – – 2097
2014
Q4 		$0 Buy
+25
New +$482 ﹤0.01% 3768
2014
Q3 		– Sell
-161
Closed -$3.35K – 1983
2014
Q2 		$3.35K Buy
+161
New +$3.24K ﹤0.01% 2144

Other funds holding SFE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Advisors's SFE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2015, closing a stake of 25 shares.

B. Riley Wealth Advisors first reported a position in SFE in Q2 2014 and held it in 2 quarters. The position peaked at $3.35K in Q2 2014. 90 funds tracked by Wall St. Rank hold SFE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 25 Safeguard Scientifics, Inc. shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Safeguard Scientifics, Inc. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Safeguard Scientifics, Inc. position peaked at $3.35K in Q2 2014.
  • 90 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.