SWP
SFE

Stratos Wealth Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-4,900
Closed -$46K – 2642
2018
Q3 		$46K Buy
+4,900
New +$53.2K ﹤0.01% 1499
2018
Q2 		– Sell
-4,900
Closed -$60K – 2727
2018
Q1 		$60K Hold
4,900
– – ﹤0.01% 1476
2017
Q4 		$55K Buy
+4,900
New +$62.7K ﹤0.01% 1469

Other funds holding SFE

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stratos Wealth Partners's SFE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2018, closing a stake of 4,900 shares — an estimated $46K sold.

Stratos Wealth Partners first reported a position in SFE in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Safeguard Scientifics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,900 Safeguard Scientifics, Inc. shares in Q4 2018, an estimated $46K.
  • Stratos Wealth Partners first reported a position in Safeguard Scientifics, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Safeguard Scientifics, Inc. position peaked at $60K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.