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

Focused 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
2016 Q3	–	Sell	-66	Closed	-$1K	–	707
2016 Q2	$1K	Hold	66	–	–	﹤0.01%	647
2016 Q1	$1K	Hold	66	–	–	﹤0.01%	627
2015 Q4	$1K	Hold	66	–	–	﹤0.01%	652
2015 Q3	$1K	Hold	66	–	–	﹤0.01%	655
2015 Q2	$1K	Hold	66	–	–	﹤0.01%	636
2015 Q1	$1K	Hold	66	–	–	﹤0.01%	651
2014 Q4	$1K	Hold	66	–	–	﹤0.01%	635
2014 Q3	$1K	Hold	66	–	–	﹤0.01%	660
2014 Q2	$1K	Hold	66	–	–	﹤0.01%	643
2014 Q1	$1K	Hold	66	–	–	﹤0.01%	608
2013 Q4	$1K	Buy	+66	New	+$1.17K	﹤0.01%	602

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 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Focused Wealth Management's SFE Position: Q3 2016 in Review

Focused Wealth Management sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2016, closing a stake of 66 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in SFE in Q4 2013 and held it in 11 quarters. The position peaked at $1K in Q2 2016. 107 funds tracked by Wall St. Rank hold SFE as of Q3 2016.

Focused Wealth Management reported no remaining Safeguard Scientifics, Inc. position as of Q3 2016 after selling out during the quarter.
Focused Wealth Management sold 66 Safeguard Scientifics, Inc. shares in Q3 2016, an estimated $1K.
Focused Wealth Management first reported a position in Safeguard Scientifics, Inc. in Q4 2013 and held it in 11 quarters.
Focused Wealth Management's Safeguard Scientifics, Inc. position peaked at $1K in Q2 2016.
107 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2016.

Based on Focused Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.