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

Carroll Financial Associates’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
2017 Q3	–	Sell	-1,000	Closed	-$11K	–	1285
2017 Q2	$11K	Hold	1,000	–	–	﹤0.01%	821
2017 Q1	$12K	Hold	1,000	–	–	﹤0.01%	792
2016 Q4	$13K	Hold	1,000	–	–	﹤0.01%	742
2016 Q3	$12K	Hold	1,000	–	–	﹤0.01%	780
2016 Q2	$12K	Hold	1,000	–	–	﹤0.01%	748
2016 Q1	$13K	Hold	1,000	–	–	﹤0.01%	714
2015 Q4	$14K	Hold	1,000	–	–	﹤0.01%	676
2015 Q3	$17K	Hold	1,000	–	–	﹤0.01%	607
2015 Q2	$19K	Hold	1,000	–	–	﹤0.01%	578
2015 Q1	$18K	Hold	1,000	–	–	0.01%	443
2014 Q4	$19K	Hold	1,000	–	–	0.01%	403
2014 Q3	$19K	Hold	1,000	–	–	0.01%	467
2014 Q2	$21K	Hold	1,000	–	–	0.01%	471
2014 Q1	$22K	Hold	1,000	–	–	0.01%	410
2013 Q4	$20K	Hold	1,000	–	–	0.01%	416
2013 Q3	$15K	Hold	1,000	–	–	0.01%	466
2013 Q2	$16K	Buy	+1,000	New	+$15.9K	0.01%	358

Other funds holding SFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

GIM

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carroll Financial Associates's SFE Position: Q3 2017 in Review

Carroll Financial Associates sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2017, closing a stake of 1,000 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in SFE in Q2 2013 and held it in 17 quarters. The position peaked at $22K in Q1 2014. 91 funds tracked by Wall St. Rank hold SFE as of Q3 2017.

Carroll Financial Associates reported no remaining Safeguard Scientifics, Inc. position as of Q3 2017 after selling out during the quarter.
Carroll Financial Associates sold 1,000 Safeguard Scientifics, Inc. shares in Q3 2017, an estimated $11K.
Carroll Financial Associates first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 17 quarters.
Carroll Financial Associates's Safeguard Scientifics, Inc. position peaked at $22K in Q1 2014.
91 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.