CAW
SFE

Cornerstone Advisors (Washington)’s Safeguard Scientifics, Inc. SFE Stock Holding History

Cornerstone Advisors (Washington)’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 		$1K Sell
140
-122
-47% -$728 ﹤0.01% 706
2020
Q2 		$2K Buy
262
+122
+87% +$772 ﹤0.01% 604
2020
Q1 		$1K Buy
+140
New +$1.25K ﹤0.01% 739

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

Cornerstone Advisors (Washington)'s SFE Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Safeguard Scientifics, Inc. (SFE) stake by 47% in Q3 2020, selling an estimated $728 and leaving 140 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Cornerstone Advisors (Washington) first reported a position in SFE in Q1 2020 and has held it in 3 quarters since. The position peaked at $2K in Q2 2020. 75 funds tracked by Wall St. Rank hold SFE as of Q3 2020.

  • Cornerstone Advisors (Washington) held 140 shares of Safeguard Scientifics, Inc. worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 122 Safeguard Scientifics, Inc. shares in Q3 2020, an estimated $728.
  • Safeguard Scientifics, Inc. made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #706 holding.
  • Cornerstone Advisors (Washington) first reported a position in Safeguard Scientifics, Inc. in Q1 2020 and has held it in 3 quarters since.
  • Cornerstone Advisors (Washington)'s Safeguard Scientifics, Inc. position peaked at $2K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.