LWM
SFE

LBA Wealth Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

LBA Wealth Management’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
2016
Q4 		– Sell
-32
Closed – – 487
2016
Q3 		$0 Hold
32
– – ﹤0.01% 479
2016
Q2 		$0 Hold
32
– – ﹤0.01% 462
2016
Q1 		$0 Hold
32
– – ﹤0.01% 449
2015
Q4 		$0 Buy
+32
New +$516 ﹤0.01% 422

Other funds holding SFE

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LBA Wealth Management's SFE Position: Q4 2016 in Review

LBA Wealth Management sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2016, closing a stake of 32 shares.

LBA Wealth Management first reported a position in SFE in Q4 2015 and held it in 4 quarters. The position peaked at $0 in Q3 2016. 100 funds tracked by Wall St. Rank hold SFE as of Q4 2016.

  • LBA Wealth Management reported no remaining Safeguard Scientifics, Inc. position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 32 Safeguard Scientifics, Inc. shares in Q4 2016.
  • LBA Wealth Management first reported a position in Safeguard Scientifics, Inc. in Q4 2015 and held it in 4 quarters.
  • LBA Wealth Management's Safeguard Scientifics, Inc. position peaked at $0 in Q3 2016.
  • 100 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.