Reilly Financial Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	1025
2021 Q3	$3K	Hold	300	–	–	﹤0.01%	835
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	937
2021 Q1	$2K	Hold	300	–	–	﹤0.01%	960
2020 Q4	$2K	Hold	300	–	–	﹤0.01%	828
2020 Q3	$2K	Hold	300	–	–	﹤0.01%	778
2020 Q2	$2K	Hold	300	–	–	﹤0.01%	834
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	813
2019 Q4	$3K	Hold	300	–	–	﹤0.01%	796
2019 Q3	$3K	Hold	300	–	–	﹤0.01%	812
2019 Q2	$4K	Hold	300	–	–	﹤0.01%	815
2019 Q1	$3K	Hold	300	–	–	﹤0.01%	872
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	844
2018 Q3	$3K	Hold	300	–	–	﹤0.01%	922
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	865
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	831
2017 Q4	$3K	Hold	300	–	–	﹤0.01%	862
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	818
2017 Q2	$4K	Hold	300	–	–	﹤0.01%	823
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	802
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	717
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	690
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	658
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	975
2015 Q4	$4K	Sell	300 -9	-3%	-$145	﹤0.01%	985
2015 Q3	$5K	Buy	309 +9	+3%	+$162	﹤0.01%	970
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	1027
2015 Q1	$5K	Hold	300	–	–	﹤0.01%	1022
2014 Q4	$6K	Hold	300	–	–	﹤0.01%	603
2014 Q3	$6K	Hold	300	–	–	﹤0.01%	616
2014 Q2	$6K	Hold	300	–	–	﹤0.01%	653
2014 Q1	$7K	Hold	300	–	–	﹤0.01%	631
2013 Q4	$6K	Hold	300	–	–	﹤0.01%	651
2013 Q3	$5K	Hold	300	–	–	﹤0.01%	599
2013 Q2	$5K	Buy	+300	New	+$4.77K	﹤0.01%	635

Other funds holding SFE

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

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

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Reilly Financial Advisors's SFE Position: Q4 2021 in Review

Reilly Financial Advisors held its Safeguard Scientifics, Inc. (SFE) position steady in Q4 2021 at 300 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Reilly Financial Advisors first reported a position in SFE in Q2 2013 and has held it in 35 quarters since. The position peaked at $7K in Q1 2014. 63 funds tracked by Wall St. Rank hold SFE as of Q4 2021.

Reilly Financial Advisors held 300 shares of Safeguard Scientifics, Inc. worth $2K as of Q4 2021.
Reilly Financial Advisors left its Safeguard Scientifics, Inc. share count unchanged in Q4 2021.
Safeguard Scientifics, Inc. made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1025 holding.
Reilly Financial Advisors first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's Safeguard Scientifics, Inc. position peaked at $7K in Q1 2014.
63 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.