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Northwest & Ethical Investments’s Safety Insurance SAFT Stock Holding History

Northwest & Ethical Investments’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,697
Closed -$293K – 229
2014
Q2 		$293K Sell
5,697
-3,298
-37% -$174K 0.02% 210
2014
Q1 		$484K Sell
8,995
-4,165
-32% -$229K 0.03% 206
2013
Q4 		$741K Buy
13,160
+640
+5% +$35.2K 0.05% 193
2013
Q3 		$663K Buy
12,520
+4,155
+50% +$218K 0.05% 197
2013
Q2 		$406K Buy
+8,365
New +$421K 0.03% 206

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northwest & Ethical Investments's SAFT Position: Q3 2014 in Review

Northwest & Ethical Investments sold out of Safety Insurance (SAFT) in Q3 2014, closing a stake of 5,697 shares — an estimated $293K sold.

Northwest & Ethical Investments first reported a position in SAFT in Q2 2013 and held it in 5 quarters. The position peaked at $741K in Q4 2013. 136 funds tracked by Wall St. Rank hold SAFT as of Q3 2014.

  • Northwest & Ethical Investments reported no remaining Safety Insurance position as of Q3 2014 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,697 Safety Insurance shares in Q3 2014, an estimated $293K.
  • Northwest & Ethical Investments first reported a position in Safety Insurance in Q2 2013 and held it in 5 quarters.
  • Northwest & Ethical Investments's Safety Insurance position peaked at $741K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2014.

Based on Northwest & Ethical Investments's 13F filing for Q3 2014, filed 8 Jul 2025.