CT Financial Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

CT Financial 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
2017 Q1	$838	Hold	66	–	–	﹤0.01%	594
2016 Q4	$888	Hold	66	–	–	﹤0.01%	587
2016 Q3	$855	Hold	66	–	–	﹤0.01%	584
2016 Q2	$824	Hold	66	–	–	﹤0.01%	589
2016 Q1	$875	Hold	66	–	–	﹤0.01%	586
2015 Q4	$958	Hold	66	–	–	﹤0.01%	588
2015 Q3	$1.03K	Hold	66	–	–	﹤0.01%	598
2015 Q2	$1.28K	Hold	66	–	–	﹤0.01%	582
2015 Q1	$1.19K	Hold	66	–	–	﹤0.01%	577
2014 Q4	$1.31K	Buy	+66	New	+$1.27K	﹤0.01%	480
2014 Q1	$1.19K	Buy	+66	New	+$1.31K	﹤0.01%	577

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CT Financial Advisors's SFE Position: Q1 2017 in Review

CT Financial Advisors held its Safeguard Scientifics, Inc. (SFE) position steady in Q1 2017 at 66 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #594.

CT Financial Advisors first reported a position in SFE in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.31K in Q4 2014. 100 funds tracked by Wall St. Rank hold SFE as of Q1 2017.

CT Financial Advisors held 66 shares of Safeguard Scientifics, Inc. worth $838 as of Q1 2017.
CT Financial Advisors left its Safeguard Scientifics, Inc. share count unchanged in Q1 2017.
Safeguard Scientifics, Inc. made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #594 holding.
CT Financial Advisors first reported a position in Safeguard Scientifics, Inc. in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Safeguard Scientifics, Inc. position peaked at $1.31K in Q4 2014.
100 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.