Creative Planning
SFE

Creative Planning’s Safeguard Scientifics, Inc. SFE Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-364
Closed -$364 – 3138
2023
Q3 		$364 Buy
+364
New +$473 ﹤0.01% 2857
2022
Q2 		– Sell
-300
Closed -$2K – 2580
2022
Q1 		$2K Buy
+300
New +$1.82K ﹤0.01% 2310
2017
Q3 		– Sell
-533
Closed -$6K – 3896
2017
Q2 		$6K Sell
533
-50
-9% -$589 ﹤0.01% 3935
2017
Q1 		$7K Buy
583
+50
+9% +$630 ﹤0.01% 3819
2016
Q4 		$7K Buy
533
+500
+1,515% +$6.17K ﹤0.01% 3796
2016
Q3 		$0 Sell
33
-550
-94% -$7.29K ﹤0.01% 4780
2016
Q2 		$7K Buy
583
+50
+9% +$671 ﹤0.01% 3486
2016
Q1 		$7K Hold
533
– – ﹤0.01% 3434
2015
Q4 		$8K Buy
533
+500
+1,515% +$8.07K ﹤0.01% 3451
2015
Q3 		$1K Buy
+33
New +$592 ﹤0.01% 4176
2015
Q2 		– Sell
-33
Closed -$1K – 3200
2015
Q1 		$1K Buy
+33
New +$611 ﹤0.01% 4095
2014
Q4 		– Sell
-409
Closed -$8K – 4389
2014
Q3 		$8K Buy
409
+394
+2,627% +$7.78K ﹤0.01% 3089
2014
Q2 		$0 Buy
+15
New +$302 ﹤0.01% 4003

Other funds holding SFE

CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's SFE Position: Q4 2023 in Review

Creative Planning sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2023, closing a stake of 364 shares — an estimated $364 sold.

Creative Planning first reported a position in SFE in Q2 2014 and held it in 13 quarters. The position peaked at $8K in Q4 2015. 39 funds tracked by Wall St. Rank hold SFE as of Q4 2023.

  • Creative Planning reported no remaining Safeguard Scientifics, Inc. position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 364 Safeguard Scientifics, Inc. shares in Q4 2023, an estimated $364.
  • Creative Planning first reported a position in Safeguard Scientifics, Inc. in Q2 2014 and held it in 13 quarters.
  • Creative Planning's Safeguard Scientifics, Inc. position peaked at $8K in Q4 2015.
  • 39 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.