Optimum Investment Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Optimum Investment Advisors’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
2021 Q2	–	Sell	-250	Closed	-$2K	–	990
2021 Q1	$2K	Hold	250	–	–	﹤0.01%	877
2020 Q4	$2K	Hold	250	–	–	﹤0.01%	845
2020 Q3	$1K	Hold	250	–	–	﹤0.01%	860
2020 Q2	$2K	Hold	250	–	–	﹤0.01%	827
2020 Q1	$1K	Hold	250	–	–	﹤0.01%	855
2019 Q4	$3K	Hold	250	–	–	﹤0.01%	888
2019 Q3	$3K	Hold	250	–	–	﹤0.01%	927
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	882
2019 Q1	$3K	Hold	250	–	–	﹤0.01%	933
2018 Q4	$2K	Hold	250	–	–	﹤0.01%	920
2018 Q3	$2K	Hold	250	–	–	﹤0.01%	988
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	982
2018 Q1	$3K	Buy	+250	New	+$3.04K	﹤0.01%	948
2015 Q1	$5K	Hold	250	–	–	﹤0.01%	893
2014 Q4	$5K	Hold	250	–	–	﹤0.01%	922
2014 Q3	$5K	Hold	250	–	–	﹤0.01%	847
2014 Q2	$5K	Hold	250	–	–	﹤0.01%	844
2014 Q1	$6K	Hold	250	–	–	﹤0.01%	654
2013 Q4	$5K	Sell	250 -118	-32%	-$2.09K	﹤0.01%	672
2013 Q3	$6K	Buy	+368	New	+$5.66K	﹤0.01%	628

Other funds holding SFE

YCM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

ZIG

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optimum Investment Advisors's SFE Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2021, closing a stake of 250 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in SFE in Q3 2013 and held it in 20 quarters. The position peaked at $6K in Q1 2014. 76 funds tracked by Wall St. Rank hold SFE as of Q2 2021.

Optimum Investment Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 250 Safeguard Scientifics, Inc. shares in Q2 2021, an estimated $2K.
Optimum Investment Advisors first reported a position in Safeguard Scientifics, Inc. in Q3 2013 and held it in 20 quarters.
Optimum Investment Advisors's Safeguard Scientifics, Inc. position peaked at $6K in Q1 2014.
76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.