Ladenburg Thalmann Financial Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

Ladenburg Thalmann Financial 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 Q4	$2K	Hold	183	–	–	﹤0.01%	5122
2019 Q3	$3K	Hold	183	–	–	﹤0.01%	4897
2019 Q2	$3K	Hold	183	–	–	﹤0.01%	4916
2019 Q1	$2K	Buy	183 +133	+266%	+$1.35K	﹤0.01%	4983
2018 Q4	$0	Hold	50	–	–	﹤0.01%	5379
2018 Q3	$0	Hold	50	–	–	﹤0.01%	5363
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	5040
2018 Q1	$1K	Buy	+50	New	+$608	﹤0.01%	5040
2017 Q2	–	Sell	-35	Closed	–	–	4997
2017 Q1	$0	Buy	+35	New	+$441	﹤0.01%	4995
2016 Q3	–	Sell	-66	Closed	-$1K	–	4899
2016 Q2	$1K	Hold	66	–	–	﹤0.01%	4638
2016 Q1	$1K	Hold	66	–	–	﹤0.01%	4582
2015 Q4	$1K	Hold	66	–	–	﹤0.01%	4568
2015 Q3	$1K	Hold	66	–	–	﹤0.01%	4481
2015 Q2	$1K	Hold	66	–	–	﹤0.01%	4553
2015 Q1	$1K	Hold	66	–	–	﹤0.01%	4474
2014 Q4	$1K	Hold	66	–	–	﹤0.01%	4260
2014 Q3	$1K	Hold	66	–	–	﹤0.01%	3836
2014 Q2	$1K	Buy	+66	New	+$1.33K	﹤0.01%	3808

Other funds holding SFE

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

HCM

Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SFE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Safeguard Scientifics, Inc. (SFE) position steady in Q4 2019 at 183 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5122.

Ladenburg Thalmann Financial Services first reported a position in SFE in Q2 2014 and has held it in 18 quarters since. The position peaked at $3K in Q3 2019. 91 funds tracked by Wall St. Rank hold SFE as of Q4 2019.

Ladenburg Thalmann Financial Services held 183 shares of Safeguard Scientifics, Inc. worth $2K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Safeguard Scientifics, Inc. share count unchanged in Q4 2019.
Safeguard Scientifics, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5122 holding.
Ladenburg Thalmann Financial Services first reported a position in Safeguard Scientifics, Inc. in Q2 2014 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's Safeguard Scientifics, Inc. position peaked at $3K in Q3 2019.
91 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.