GWS
SFE

Glassman Wealth Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

Glassman Wealth Services’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
2021
Q3 		– Sell
-18
Closed – – 1874
2021
Q2 		$0 Sell
18
-54
-75% -$368 ﹤0.01% 1714
2021
Q1 		$0 Buy
72
+52
+260% +$377 ﹤0.01% 1687
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1565
2020
Q3 		$0 Hold
20
– – ﹤0.01% 1541
2020
Q2 		$0 Buy
+20
New +$127 ﹤0.01% 1609

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Glassman Wealth Services's SFE Position: Q3 2021 in Review

Glassman Wealth Services sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2021, closing a stake of 18 shares.

Glassman Wealth Services first reported a position in SFE in Q2 2020 and held it in 5 quarters. The position peaked at $0 in Q2 2021. 70 funds tracked by Wall St. Rank hold SFE as of Q3 2021.

  • Glassman Wealth Services reported no remaining Safeguard Scientifics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 18 Safeguard Scientifics, Inc. shares in Q3 2021.
  • Glassman Wealth Services first reported a position in Safeguard Scientifics, Inc. in Q2 2020 and held it in 5 quarters.
  • Glassman Wealth Services's Safeguard Scientifics, Inc. position peaked at $0 in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.