STA
SFE

Summit Trail Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-18
Closed – – 1774
2017
Q4 		$0 Buy
+18
New +$230 ﹤0.01% 2116

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Trail Advisors's SFE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2018, closing a stake of 18 shares.

Summit Trail Advisors first reported a position in SFE in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 94 funds tracked by Wall St. Rank hold SFE as of Q1 2018.

  • Summit Trail Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 18 Safeguard Scientifics, Inc. shares in Q1 2018.
  • Summit Trail Advisors first reported a position in Safeguard Scientifics, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Safeguard Scientifics, Inc. position peaked at $0 in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.