KA
SAFE

Klingman & Associates’s Safehold SAFE Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-446
Closed -$23K – 272
2016
Q3 		$23K Hold
446
– – 0.01% 254
2016
Q2 		$21K Hold
446
– – 0.01% 257
2016
Q1 		$21K Buy
+446
New +$20.5K 0.01% 250

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Klingman & Associates's SAFE Position: Q4 2016 in Review

Klingman & Associates sold out of Safehold (SAFE) in Q4 2016, closing a stake of 446 shares — an estimated $23K sold.

Klingman & Associates first reported a position in SAFE in Q1 2016 and held it in 3 quarters. The position peaked at $23K in Q3 2016. 150 funds tracked by Wall St. Rank hold SAFE as of Q4 2016.

  • Klingman & Associates reported no remaining Safehold position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 446 Safehold shares in Q4 2016, an estimated $23K.
  • Klingman & Associates first reported a position in Safehold in Q1 2016 and held it in 3 quarters.
  • Klingman & Associates's Safehold position peaked at $23K in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Safehold as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.