MYCIO Wealth Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-40,050	Closed	-$440K	–	440
2019 Q4	$440K	Sell	40,050 -723	-2%	-$8.26K	0.03%	211
2019 Q3	$462K	Hold	40,773	–	–	0.03%	188
2019 Q2	$492K	Sell	40,773 -10,000	-20%	-$117K	0.04%	170
2019 Q1	$551K	Hold	50,773	–	–	0.05%	152
2018 Q4	$438K	Buy	50,773 +17,532	+53%	+$153K	0.04%	159
2018 Q3	$311K	Buy	33,241 +10,000	+43%	+$109K	0.03%	211
2018 Q2	$297K	Buy	+23,241	New	+$300K	0.03%	213
2016 Q4	–	Sell	-50	Closed	-$1K	–	707
2016 Q3	$1K	Sell	50 -1,134	-96%	-$15K	﹤0.01%	821
2016 Q2	$15K	Hold	1,184	–	–	﹤0.01%	507
2016 Q1	$16K	Buy	1,184 +50	+4%	+$629	﹤0.01%	463
2015 Q4	$16K	Hold	1,134	–	–	﹤0.01%	472
2015 Q3	$18K	Hold	1,134	–	–	﹤0.01%	469
2015 Q2	$22K	Hold	1,134	–	–	﹤0.01%	424
2015 Q1	$21K	Hold	1,134	–	–	﹤0.01%	400
2014 Q4	$22K	Hold	1,134	–	–	﹤0.01%	381
2014 Q3	$21K	Hold	1,134	–	–	﹤0.01%	367
2014 Q2	$24K	Hold	1,134	–	–	0.01%	371
2014 Q1	$25K	Sell	1,134 -600	-35%	-$11.9K	0.01%	351
2013 Q4	$35K	Hold	1,734	–	–	0.01%	290
2013 Q3	$27K	Hold	1,734	–	–	0.01%	301
2013 Q2	$28K	Buy	+1,734	New	+$27.6K	0.01%	300

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

MYCIO Wealth Partners's SFE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2020, closing a stake of 40,050 shares — an estimated $440K sold.

MYCIO Wealth Partners first reported a position in SFE in Q2 2013 and held it in 21 quarters. The position peaked at $551K in Q1 2019. 88 funds tracked by Wall St. Rank hold SFE as of Q1 2020.

MYCIO Wealth Partners reported no remaining Safeguard Scientifics, Inc. position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 40,050 Safeguard Scientifics, Inc. shares in Q1 2020, an estimated $440K.
MYCIO Wealth Partners first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 21 quarters.
MYCIO Wealth Partners's Safeguard Scientifics, Inc. position peaked at $551K in Q1 2019.
88 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.