PAG
SFE

Private Advisor Group’s Safeguard Scientifics, Inc. SFE Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-281
Closed -$2K – 3624
2020
Q2 		$2K Buy
+281
New +$1.78K ﹤0.01% 3632

Other funds holding SFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Advisor Group's SFE Position: Q3 2020 in Review

Private Advisor Group sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2020, closing a stake of 281 shares — an estimated $2K sold.

Private Advisor Group first reported a position in SFE in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 75 funds tracked by Wall St. Rank hold SFE as of Q3 2020.

  • Private Advisor Group reported no remaining Safeguard Scientifics, Inc. position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 281 Safeguard Scientifics, Inc. shares in Q3 2020, an estimated $2K.
  • Private Advisor Group first reported a position in Safeguard Scientifics, Inc. in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Safeguard Scientifics, Inc. position peaked at $2K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.