PSI
SFE

Pinnacle Summer Investments’s Safeguard Scientifics, Inc. SFE Stock Holding History

Pinnacle Summer Investments’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
2015
Q1 		– Sell
-1
Closed -$19 – 980
2014
Q4 		$1K Sell
1
-49
-98% -$944 ﹤0.01% 997
2014
Q3 		$1K Hold
50
– – ﹤0.01% 1039
2014
Q2 		$1K Hold
50
– – ﹤0.01% 977
2014
Q1 		$1K Hold
50
– – ﹤0.01% 941
2013
Q4 		$1K Hold
50
– – ﹤0.01% 941
2013
Q3 		$1K Sell
50
-33
-40% -$508 ﹤0.01% 916
2013
Q2 		$1K Buy
+83
New +$1.32K ﹤0.01% 807

Other funds holding SFE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Summer Investments's SFE Position: Q1 2015 in Review

Pinnacle Summer Investments sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2015, closing a stake of 1 share — an estimated $19 sold.

Pinnacle Summer Investments first reported a position in SFE in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 90 funds tracked by Wall St. Rank hold SFE as of Q1 2015.

  • Pinnacle Summer Investments reported no remaining Safeguard Scientifics, Inc. position as of Q1 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1 Safeguard Scientifics, Inc. share in Q1 2015, an estimated $19.
  • Pinnacle Summer Investments first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 7 quarters.
  • Pinnacle Summer Investments's Safeguard Scientifics, Inc. position peaked at $1K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2015.

Based on Pinnacle Summer Investments's 13F filing for Q1 2015, filed 19 May 2015.