GF
SFE

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

Goodman Financial’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
2018
Q4 		– Sell
-339,728
Closed -$3.18M – 49
2018
Q3 		$3.18M Sell
339,728
-522
-0.2% -$5.67K 1.54% 27
2018
Q2 		$4.36M Sell
340,250
-2,695
-0.8% -$34.8K 1.96% 28
2018
Q1 		$4.2M Buy
342,945
+645
+0.2% +$7.84K 1.98% 29
2017
Q4 		$3.83M Buy
342,300
+11,744
+4% +$150K 1.73% 27
2017
Q3 		$4.41M Buy
330,556
+27,340
+9% +$337K 2.16% 25
2017
Q2 		$3.61M Buy
303,216
+10,852
+4% +$128K 1.86% 31
2017
Q1 		$3.71M Buy
292,364
+14,774
+5% +$186K 1.94% 32
2016
Q4 		$3.73M Buy
277,590
+14,304
+5% +$176K 2.09% 30
2016
Q3 		$3.41M Buy
263,286
+2,276
+0.9% +$30.2K 2.04% 31
2016
Q2 		$3.26M Buy
261,010
+8,363
+3% +$112K 1.95% 29
2016
Q1 		$3.35M Buy
252,647
+8,900
+4% +$112K 2.04% 30
2015
Q4 		$3.54M Buy
243,747
+8,343
+4% +$135K 2.14% 28
2015
Q3 		$3.66M Buy
235,404
+10,684
+5% +$192K 2.33% 25
2015
Q2 		$4.37M Buy
224,720
+4,001
+2% +$73.4K 2.74% 18
2015
Q1 		$3.99M Buy
220,719
+5,465
+3% +$101K 2.48% 25
2014
Q4 		$4.27M Buy
215,254
+4,611
+2% +$88.8K 2.89% 21
2014
Q3 		$3.88M Sell
210,643
-12,295
-6% -$243K 2.62% 23
2014
Q2 		$4.63M Buy
222,938
+1,134
+0.5% +$22.8K 2.77% 19
2014
Q1 		$4.92M Buy
221,804
+6,305
+3% +$125K 3% 11
2013
Q4 		$4.33M Sell
215,499
-1,557
-0.7% -$27.6K 2.75% 22
2013
Q3 		$3.41M Buy
217,056
+9,516
+5% +$146K 2.37% 32
2013
Q2 		$3.33M Buy
+207,540
New +$3.3M 2.52% 28

Other funds holding SFE

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goodman Financial's SFE Position: Q4 2018 in Review

Goodman Financial sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2018, closing a stake of 339,728 shares — an estimated $3.18M sold.

Goodman Financial first reported a position in SFE in Q2 2013 and held it in 22 quarters. The position peaked at $4.92M in Q1 2014. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2018.

  • Goodman Financial reported no remaining Safeguard Scientifics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Goodman Financial sold 339,728 Safeguard Scientifics, Inc. shares in Q4 2018, an estimated $3.18M.
  • Goodman Financial first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 22 quarters.
  • Goodman Financial's Safeguard Scientifics, Inc. position peaked at $4.92M in Q1 2014.
  • 81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2018.

Based on Goodman Financial's 13F filing for Q4 2018, filed 4 Feb 2019.