Gradient Investments’s Safehold SAFE Stock Holding History

Gradient Investments’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-452	Closed	-$29K	–	1209
2019 Q3	$29K	Buy	+452	New	+$28.4K	﹤0.01%	467

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gradient Investments's SAFE Position: Q4 2019 in Review

Gradient Investments sold out of Safehold (SAFE) in Q4 2019, closing a stake of 452 shares — an estimated $29K sold.

Gradient Investments first reported a position in SAFE in Q3 2019 and held it in 1 quarter. The position peaked at $29K in Q3 2019. 168 funds tracked by Wall St. Rank hold SAFE as of Q4 2019.

Gradient Investments reported no remaining Safehold position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 452 Safehold shares in Q4 2019, an estimated $29K.
Gradient Investments first reported a position in Safehold in Q3 2019 and held it in 1 quarter.
Gradient Investments's Safehold position peaked at $29K in Q3 2019.
168 funds tracked by Wall St. Rank held Safehold as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.