BWP
SFE

Baldwin Wealth Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

Baldwin Wealth Partners’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
-1
Closed – – 543
2018
Q2 		$0 Hold
1
– – ﹤0.01% 526
2018
Q1 		$0 Hold
1
– – ﹤0.01% 523
2017
Q4 		$0 Hold
1
– – ﹤0.01% 510
2017
Q3 		$0 Hold
1
– – ﹤0.01% 505
2017
Q2 		$0 Hold
1
– – ﹤0.01% 510
2017
Q1 		$0 Hold
1
– – ﹤0.01% 548
2016
Q4 		$0 Hold
1
– – ﹤0.01% 540
2016
Q3 		$0 Hold
1
– – ﹤0.01% 574
2016
Q2 		$0 Hold
1
– – ﹤0.01% 503
2016
Q1 		$0 Buy
+1
New +$13 ﹤0.01% 511

Other funds holding SFE

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baldwin Wealth Partners's SFE Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2018, closing a stake of 1 share.

Baldwin Wealth Partners first reported a position in SFE in Q1 2016 and held it in 10 quarters. The position peaked at $0 in Q2 2018. 86 funds tracked by Wall St. Rank hold SFE as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining Safeguard Scientifics, Inc. position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1 Safeguard Scientifics, Inc. share in Q3 2018.
  • Baldwin Wealth Partners first reported a position in Safeguard Scientifics, Inc. in Q1 2016 and held it in 10 quarters.
  • Baldwin Wealth Partners's Safeguard Scientifics, Inc. position peaked at $0 in Q2 2018.
  • 86 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.