WAM
SFE

Wealthspire Advisors (Maryland)’s Safeguard Scientifics, Inc. SFE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-11
Closed – – 2547
2018
Q2 		$0 Buy
+11
New +$142 ﹤0.01% 2617

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
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SFE Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2018, closing a stake of 11 shares.

Wealthspire Advisors (Maryland) first reported a position in SFE in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 86 funds tracked by Wall St. Rank hold SFE as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Safeguard Scientifics, Inc. position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 Safeguard Scientifics, Inc. shares in Q3 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Safeguard Scientifics, Inc. in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Safeguard Scientifics, Inc. position peaked at $0 in Q2 2018.
  • 86 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.