Financial Architects (New Jersey)’s Safeguard Scientifics, Inc. SFE Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-270	Closed	-$2K	–	802
2020 Q2	$2K	Hold	270	–	–	﹤0.01%	817
2020 Q1	$1K	Sell	270 -166	-38%	-$1.48K	﹤0.01%	833
2019 Q4	$5K	Hold	436	–	–	﹤0.01%	775
2019 Q3	$5K	Buy	436 +166	+61%	+$1.98K	﹤0.01%	833
2019 Q2	$3K	Hold	270	–	–	﹤0.01%	1071
2019 Q1	$3K	Hold	270	–	–	﹤0.01%	1305
2018 Q4	$2K	Hold	270	–	–	﹤0.01%	1240
2018 Q3	$3K	Hold	270	–	–	﹤0.01%	1309
2018 Q2	$3K	Hold	270	–	–	﹤0.01%	1186
2018 Q1	$3K	Hold	270	–	–	﹤0.01%	1306
2017 Q4	$3K	Hold	270	–	–	﹤0.01%	1389
2017 Q3	$4K	Hold	270	–	–	﹤0.01%	1337
2017 Q2	$3K	Hold	270	–	–	﹤0.01%	1395
2017 Q1	$3K	Hold	270	–	–	﹤0.01%	1408
2016 Q4	$4K	Hold	270	–	–	﹤0.01%	1205
2016 Q3	$3K	Hold	270	–	–	﹤0.01%	1285
2016 Q2	$3K	Hold	270	–	–	﹤0.01%	1249
2016 Q1	$4K	Buy	+270	New	+$3.4K	﹤0.01%	949
2015 Q3	–	Sell	-270	Closed	-$5K	–	974
2015 Q2	$5K	Hold	270	–	–	﹤0.01%	972
2015 Q1	$5K	Hold	270	–	–	﹤0.01%	896
2014 Q4	$5K	Hold	270	–	–	﹤0.01%	847
2014 Q3	$5K	Hold	270	–	–	﹤0.01%	758
2014 Q2	$6K	Buy	+270	New	+$5.43K	﹤0.01%	767
2013 Q4	–	Sell	-270	Closed	-$4K	–	592
2013 Q3	$4K	Hold	270	–	–	﹤0.01%	622
2013 Q2	$4K	Buy	+270	New	+$4.29K	﹤0.01%	574

Other funds holding SFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s SFE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2020, closing a stake of 270 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SFE in Q2 2013 and held it in 25 quarters. The position peaked at $6K in Q2 2014. 75 funds tracked by Wall St. Rank hold SFE as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Safeguard Scientifics, Inc. position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 270 Safeguard Scientifics, Inc. shares in Q3 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Safeguard Scientifics, Inc. position peaked at $6K in Q2 2014.
75 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.