PRW Wealth Management’s Safety Insurance SAFT Stock Holding History

PRW Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4	Closed	–	–	553
2019 Q1	$0	Hold	4	–	–	﹤0.01%	780
2018 Q4	$0	Buy	+4	New	+$341	﹤0.01%	751

Other funds holding SAFT

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PRW Wealth Management's SAFT Position: Q2 2019 in Review

PRW Wealth Management sold out of Safety Insurance (SAFT) in Q2 2019, closing a stake of 4 shares.

PRW Wealth Management first reported a position in SAFT in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 162 funds tracked by Wall St. Rank hold SAFT as of Q2 2019.

PRW Wealth Management reported no remaining Safety Insurance position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 4 Safety Insurance shares in Q2 2019.
PRW Wealth Management first reported a position in Safety Insurance in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Safety Insurance position peaked at $0 in Q1 2019.
162 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.