SDWMA
SFE

Schneider Downs Wealth Management Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Schneider Downs Wealth Management 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
2019
Q1 		– Sell
-14,902
Closed -$128K – 72
2018
Q4 		$128K Buy
+14,902
New +$130K 0.06% 63

Other funds holding SFE

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First Manhattan
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SFE Position: Q1 2019 in Review

Schneider Downs Wealth Management Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2019, closing a stake of 14,902 shares — an estimated $128K sold.

Schneider Downs Wealth Management Advisors first reported a position in SFE in Q4 2018 and held it in 1 quarter. The position peaked at $128K in Q4 2018. 76 funds tracked by Wall St. Rank hold SFE as of Q1 2019.

  • Schneider Downs Wealth Management Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q1 2019 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 14,902 Safeguard Scientifics, Inc. shares in Q1 2019, an estimated $128K.
  • Schneider Downs Wealth Management Advisors first reported a position in Safeguard Scientifics, Inc. in Q4 2018 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Safeguard Scientifics, Inc. position peaked at $128K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2019.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2019, filed 1 May 2019.