FineMark National Bank & Trust’s Safeguard Scientifics, Inc. SFE Stock Holding History

FineMark National Bank & Trust’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
2016 Q3	–	Sell	-3,750	Closed	-$47K	–	1439
2016 Q2	$47K	Hold	3,750	–	–	0.01%	615
2016 Q1	$50K	Hold	3,750	–	–	0.01%	568
2015 Q4	$54K	Hold	3,750	–	–	0.01%	578
2015 Q3	$58K	Hold	3,750	–	–	0.01%	588
2015 Q2	$73K	Hold	3,750	–	–	0.01%	554
2015 Q1	$68K	Buy	+3,750	New	+$69.4K	0.01%	584

Other funds holding SFE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FineMark National Bank & Trust's SFE Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2016, closing a stake of 3,750 shares — an estimated $47K sold.

FineMark National Bank & Trust first reported a position in SFE in Q1 2015 and held it in 6 quarters. The position peaked at $73K in Q2 2015. 107 funds tracked by Wall St. Rank hold SFE as of Q3 2016.

FineMark National Bank & Trust reported no remaining Safeguard Scientifics, Inc. position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 3,750 Safeguard Scientifics, Inc. shares in Q3 2016, an estimated $47K.
FineMark National Bank & Trust first reported a position in Safeguard Scientifics, Inc. in Q1 2015 and held it in 6 quarters.
FineMark National Bank & Trust's Safeguard Scientifics, Inc. position peaked at $73K in Q2 2015.
107 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.