Fiduciary Trust International of Pennsylvania’s Safeguard Scientifics, Inc. SFE Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2018 Q4	–	Sell	-32,800	Closed	-$307K	–	344
2018 Q3	$307K	Hold	32,800	–	–	0.01%	303
2018 Q2	$420K	Sell	32,800 -6,100	-16%	-$78.7K	0.02%	277
2018 Q1	$477K	Buy	38,900 +20,500	+111%	+$249K	0.02%	294
2017 Q4	$206K	Hold	18,400	–	–	0.01%	366
2017 Q3	$246K	Hold	18,400	–	–	0.01%	311
2017 Q2	$219K	Buy	+18,400	New	+$217K	0.01%	384

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

ZIG

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's SFE Position: Q4 2018 in Review

Fiduciary Trust International of Pennsylvania sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2018, closing a stake of 32,800 shares — an estimated $307K sold.

Fiduciary Trust International of Pennsylvania first reported a position in SFE in Q2 2017 and held it in 6 quarters. The position peaked at $477K in Q1 2018. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2018.

Fiduciary Trust International of Pennsylvania reported no remaining Safeguard Scientifics, Inc. position as of Q4 2018 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 32,800 Safeguard Scientifics, Inc. shares in Q4 2018, an estimated $307K.
Fiduciary Trust International of Pennsylvania first reported a position in Safeguard Scientifics, Inc. in Q2 2017 and held it in 6 quarters.
Fiduciary Trust International of Pennsylvania's Safeguard Scientifics, Inc. position peaked at $477K in Q1 2018.
81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2018.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q4 2018, filed 14 Jan 2019.