Jupiter Asset Management’s Safeguard Scientifics, Inc. SFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-248,921
| Closed | -$3.16M | – | 222 |
|
|
2017
Q1 | $3.16M | Sell |
248,921
-22,079
| -8% | -$280K | 0.12% | 182 |
|
|
2016
Q4 | $3.65M | Sell |
271,000
-779
| -0.3% | -$10.5K | 0.14% | 166 |
|
|
2016
Q3 | $3.52M | Sell |
271,779
-6,756
| -2% | -$87.6K | 0.13% | 170 |
|
|
2016
Q2 | $3.48M | Sell |
278,535
-5,344
| -2% | -$66.7K | 0.13% | 171 |
|
|
2016
Q1 | $3.76M | Sell |
283,879
-5,804
| -2% | -$76.9K | 0.14% | 163 |
|
|
2015
Q4 | $4.2M | Hold |
289,683
| – | – | 0.15% | 154 |
|
|
2015
Q3 | $4.5M | Buy |
289,683
+3,400
| +1% | +$52.8K | 0.18% | 136 |
|
|
2015
Q2 | $5.57M | Hold |
286,283
| – | – | 0.2% | 136 |
|
|
2015
Q1 | $5.18M | Hold |
286,283
| – | – | 0.18% | 150 |
|
|
2014
Q4 | $5.67M | Buy |
286,283
+12,500
| +5% | +$248K | 0.18% | 150 |
|
|
2014
Q3 | $5.04M | Buy |
273,783
+3,500
| +1% | +$64.4K | 0.17% | 154 |
|
|
2014
Q2 | $5.62M | Buy |
270,283
+15,200
| +6% | +$316K | 0.18% | 154 |
|
|
2014
Q1 | $5.66M | Buy |
+255,083
| New | +$5.66M | 0.18% | 146 |
|