GW & Wade’s Safety Insurance SAFT Stock Holding History

GW & Wade’s Portfolio SAFT Stock Details SAFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$203K	–	246
2019 Q3	$203K	Buy	+2,000	New	+$195K	0.02%	221

Other funds holding SAFT

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GW & Wade's SAFT Position: Q4 2019 in Review

GW & Wade sold out of Safety Insurance (SAFT) in Q4 2019, closing a stake of 2,000 shares — an estimated $203K sold.

GW & Wade first reported a position in SAFT in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 174 funds tracked by Wall St. Rank hold SAFT as of Q4 2019.

GW & Wade reported no remaining Safety Insurance position as of Q4 2019 after selling out during the quarter.
GW & Wade sold 2,000 Safety Insurance shares in Q4 2019, an estimated $203K.
GW & Wade first reported a position in Safety Insurance in Q3 2019 and held it in 1 quarter.
GW & Wade's Safety Insurance position peaked at $203K in Q3 2019.
174 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2019.

Based on GW & Wade's 13F filing for Q4 2019, filed 7 Feb 2020.