INR Advisory Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

INR Advisory 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
2019 Q1	–	Sell	-10	Closed	–	–	85
2018 Q4	$0	Hold	10	–	–	﹤0.01%	82
2018 Q3	$0	Hold	10	–	–	﹤0.01%	109
2018 Q2	$0	Hold	10	–	–	﹤0.01%	128
2018 Q1	$0	Hold	10	–	–	﹤0.01%	72
2017 Q4	$0	Hold	10	–	–	﹤0.01%	66
2017 Q3	$0	Hold	10	–	–	﹤0.01%	97
2017 Q2	$0	Hold	10	–	–	﹤0.01%	118
2017 Q1	$0	Hold	10	–	–	﹤0.01%	104
2016 Q4	$0	Hold	10	–	–	﹤0.01%	73
2016 Q3	$0	Hold	10	–	–	﹤0.01%	73
2016 Q2	$0	Hold	10	–	–	﹤0.01%	73
2016 Q1	$0	Hold	10	–	–	﹤0.01%	60
2015 Q4	$0	Hold	10	–	–	﹤0.01%	43
2015 Q3	$0	Hold	10	–	–	﹤0.01%	37
2015 Q2	$0	Hold	10	–	–	﹤0.01%	40
2015 Q1	$0	Hold	10	–	–	﹤0.01%	44
2014 Q4	$0	Hold	10	–	–	﹤0.01%	53
2014 Q3	$0	Hold	10	–	–	﹤0.01%	52
2014 Q2	$0	Hold	10	–	–	﹤0.01%	53
2014 Q1	$0	Hold	10	–	–	﹤0.01%	64
2013 Q4	$0	Buy	+10	New	+$177	﹤0.01%	61
2013 Q3	–	Sell	-10	Closed	–	–	52
2013 Q2	$0	Buy	+10	New	+$159	﹤0.01%	53

Other funds holding SFE

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

INR Advisory Services's SFE Position: Q1 2019 in Review

INR Advisory Services sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2019, closing a stake of 10 shares.

INR Advisory Services first reported a position in SFE in Q2 2013 and held it in 22 quarters. The position peaked at $0 in Q4 2018. 76 funds tracked by Wall St. Rank hold SFE as of Q1 2019.

INR Advisory Services reported no remaining Safeguard Scientifics, Inc. position as of Q1 2019 after selling out during the quarter.
INR Advisory Services sold 10 Safeguard Scientifics, Inc. shares in Q1 2019.
INR Advisory Services first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 22 quarters.
INR Advisory Services's Safeguard Scientifics, Inc. position peaked at $0 in Q4 2018.
76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.