PAS
SFE

Partnervest Advisory Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

Partnervest Advisory 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
2014
Q2 		– Sell
-16
Closed – – 1096
2014
Q1 		$0 Hold
16
– – ﹤0.01% 1082
2013
Q4 		$0 Hold
16
– – ﹤0.01% 1099
2013
Q3 		$0 Hold
16
– – ﹤0.01% 1064
2013
Q2 		$0 Buy
+16
New +$254 ﹤0.01% 959

Other funds holding SFE

T. Rowe Price Associates
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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Partnervest Advisory Services's SFE Position: Q2 2014 in Review

Partnervest Advisory Services sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2014, closing a stake of 16 shares.

Partnervest Advisory Services first reported a position in SFE in Q2 2013 and held it in 4 quarters. The position peaked at $0 in Q1 2014. 111 funds tracked by Wall St. Rank hold SFE as of Q2 2014.

  • Partnervest Advisory Services reported no remaining Safeguard Scientifics, Inc. position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 16 Safeguard Scientifics, Inc. shares in Q2 2014.
  • Partnervest Advisory Services first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's Safeguard Scientifics, Inc. position peaked at $0 in Q1 2014.
  • 111 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.