Financial Engines Advisors
SFE

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

Financial Engines 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
Q2 		– Sell
-15
Closed – – 121
2017
Q1 		$0 Buy
15
+1
+7% +$13 ﹤0.01% 117
2016
Q4 		$0 Buy
+14
New +$173 ﹤0.01% 81

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Engines Advisors's SFE Position: Q2 2017 in Review

Financial Engines Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2017, closing a stake of 15 shares.

Financial Engines Advisors first reported a position in SFE in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 96 funds tracked by Wall St. Rank hold SFE as of Q2 2017.

  • Financial Engines Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q2 2017 after selling out during the quarter.
  • Financial Engines Advisors sold 15 Safeguard Scientifics, Inc. shares in Q2 2017.
  • Financial Engines Advisors first reported a position in Safeguard Scientifics, Inc. in Q4 2016 and held it in 2 quarters.
  • Financial Engines Advisors's Safeguard Scientifics, Inc. position peaked at $0 in Q1 2017.
  • 96 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2017.

Based on Financial Engines Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.