Endurance Wealth Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

Endurance Wealth Management’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
2019 Q1	–	Sell	-900	Closed	-$8K	–	490
2018 Q4	$8K	Hold	900	–	–	﹤0.01%	389
2018 Q3	$8K	Hold	900	–	–	﹤0.01%	412
2018 Q2	$12K	Hold	900	–	–	﹤0.01%	392
2018 Q1	$11K	Hold	900	–	–	﹤0.01%	426
2017 Q4	$10K	Hold	900	–	–	﹤0.01%	419
2017 Q3	$12K	Hold	900	–	–	﹤0.01%	394
2017 Q2	$11K	Hold	900	–	–	﹤0.01%	406
2017 Q1	$11K	Hold	900	–	–	﹤0.01%	406
2016 Q4	$12K	Hold	900	–	–	﹤0.01%	376
2016 Q3	$12K	Hold	900	–	–	﹤0.01%	384
2016 Q2	$11K	Hold	900	–	–	﹤0.01%	377
2016 Q1	$12	Hold	900	–	–	﹤0.01%	375
2015 Q4	$13K	Hold	900	–	–	﹤0.01%	380
2015 Q3	$15K	Hold	900	–	–	﹤0.01%	365
2015 Q2	$18K	Buy	+900	New	+$16.5K	﹤0.01%	365

Other funds holding SFE

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

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

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

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

Endurance Wealth Management's SFE Position: Q1 2019 in Review

Endurance Wealth Management sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2019, closing a stake of 900 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in SFE in Q2 2015 and held it in 15 quarters. The position peaked at $18K in Q2 2015. 76 funds tracked by Wall St. Rank hold SFE as of Q1 2019.

Endurance Wealth Management reported no remaining Safeguard Scientifics, Inc. position as of Q1 2019 after selling out during the quarter.
Endurance Wealth Management sold 900 Safeguard Scientifics, Inc. shares in Q1 2019, an estimated $8K.
Endurance Wealth Management first reported a position in Safeguard Scientifics, Inc. in Q2 2015 and held it in 15 quarters.
Endurance Wealth Management's Safeguard Scientifics, Inc. position peaked at $18K in Q2 2015.
76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2019.

Based on Endurance Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.