IFP Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

IFP Advisors’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	-1,829	Closed	-$17K	–	3936
2018 Q3	$17K	Buy	1,829 +667	+57%	+$7.25K	﹤0.01%	2559
2018 Q2	$15K	Hold	1,162	–	–	﹤0.01%	2665
2018 Q1	$13K	Hold	1,162	–	–	﹤0.01%	2647
2017 Q4	$13K	Buy	1,162 +79	+7%	+$1.01K	﹤0.01%	2684
2017 Q3	$14K	Sell	1,083 -1,576	-59%	-$19.4K	﹤0.01%	2849
2017 Q2	$32K	Sell	2,659 -247	-8%	-$2.91K	﹤0.01%	2284
2017 Q1	$37K	Buy	2,906 +1,576	+118%	+$19.9K	﹤0.01%	2114
2016 Q4	$18K	Hold	1,330	–	–	﹤0.01%	2547
2016 Q3	$17K	Hold	1,330	–	–	﹤0.01%	2519
2016 Q2	$17K	Buy	+1,330	New	+$17.8K	﹤0.01%	2466
2016 Q1	–	Sell	-1,083	Closed	-$16K	–	3572
2015 Q4	$16K	Buy	+1,083	New	+$17.5K	﹤0.01%	2305

Other funds holding SFE

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IFP Advisors's SFE Position: Q4 2018 in Review

IFP Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2018, closing a stake of 1,829 shares — an estimated $17K sold.

IFP Advisors first reported a position in SFE in Q4 2015 and held it in 11 quarters. The position peaked at $37K in Q1 2017. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2018.

IFP Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 1,829 Safeguard Scientifics, Inc. shares in Q4 2018, an estimated $17K.
IFP Advisors first reported a position in Safeguard Scientifics, Inc. in Q4 2015 and held it in 11 quarters.
IFP Advisors's Safeguard Scientifics, Inc. position peaked at $37K in Q1 2017.
81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.