WRF
SFE

Waddell & Reed Financial’s Safeguard Scientifics, Inc. SFE Stock Holding History

Waddell & Reed Financial’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
2013
Q3 		– Sell
-311,600
Closed -$5M – 587
2013
Q2 		$5M Buy
+311,600
New +$4.95M 0.01% 450

Other funds holding SFE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCAM
F&C Asset Management Edinburgh, Scotland, United Kingdom $7.92B AUM 24.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waddell & Reed Financial's SFE Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2013, closing a stake of 311,600 shares — an estimated $5M sold.

Waddell & Reed Financial first reported a position in SFE in Q2 2013 and held it in 1 quarter. The position peaked at $5M in Q2 2013. 97 funds tracked by Wall St. Rank hold SFE as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Safeguard Scientifics, Inc. position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 311,600 Safeguard Scientifics, Inc. shares in Q3 2013, an estimated $5M.
  • Waddell & Reed Financial first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Safeguard Scientifics, Inc. position peaked at $5M in Q2 2013.
  • 97 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.