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Wealthspire Advisors (Maryland)’s Safety Insurance SAFT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-26
Closed -$2K – 1699
2019
Q1 		$2K Sell
26
-12
-32% -$1.03K ﹤0.01% 2192
2018
Q4 		$3K Hold
38
– – ﹤0.01% 1978
2018
Q3 		$3K Hold
38
– – ﹤0.01% 2061
2018
Q2 		$3K Buy
38
+12
+46% +$995 ﹤0.01% 2038
2018
Q1 		$2K Hold
26
– – ﹤0.01% 2204
2017
Q4 		$2K Buy
26
+20
+333% +$1.62K ﹤0.01% 2160
2017
Q3 		$0 Buy
+6
New +$427 ﹤0.01% 2425

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (Maryland)'s SAFT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Safety Insurance (SAFT) in Q2 2019, closing a stake of 26 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SAFT in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q4 2018. 162 funds tracked by Wall St. Rank hold SAFT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Safety Insurance position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 26 Safety Insurance shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Safety Insurance in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Safety Insurance position peaked at $3K in Q4 2018.
  • 162 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.