PTC
SFE

Private Trust Company’s Safeguard Scientifics, Inc. SFE Stock Holding History

Private Trust Company’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
Q3 		– Sell
-3,400
Closed -$71K – 2018
2014
Q2 		$71K Buy
+3,400
New +$68.4K 0.02% 471

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Private Trust Company's SFE Position: Q3 2014 in Review

Private Trust Company sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2014, closing a stake of 3,400 shares — an estimated $71K sold.

Private Trust Company first reported a position in SFE in Q2 2014 and held it in 1 quarter. The position peaked at $71K in Q2 2014. 103 funds tracked by Wall St. Rank hold SFE as of Q3 2014.

  • Private Trust Company reported no remaining Safeguard Scientifics, Inc. position as of Q3 2014 after selling out during the quarter.
  • Private Trust Company sold 3,400 Safeguard Scientifics, Inc. shares in Q3 2014, an estimated $71K.
  • Private Trust Company first reported a position in Safeguard Scientifics, Inc. in Q2 2014 and held it in 1 quarter.
  • Private Trust Company's Safeguard Scientifics, Inc. position peaked at $71K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2014.

Based on Private Trust Company's 13F filing for Q3 2014, filed 9 Oct 2014.