ACI
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Advance Capital I’s SEI Investments SEIC Stock Holding History

Advance Capital I’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-21,300
Closed -$658K – 332
2013
Q3 		$658K Buy
21,300
+8,300
+64% +$256K 0.33% 103
2013
Q2 		$370K Buy
+13,000
New +$377K 0.18% 230

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advance Capital I's SEIC Position: Q4 2013 in Review

Advance Capital I sold out of SEI Investments (SEIC) in Q4 2013, closing a stake of 21,300 shares — an estimated $658K sold.

Advance Capital I first reported a position in SEIC in Q2 2013 and held it in 2 quarters. The position peaked at $658K in Q3 2013. 299 funds tracked by Wall St. Rank hold SEIC as of Q4 2013.

  • Advance Capital I reported no remaining SEI Investments position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 21,300 SEI Investments shares in Q4 2013, an estimated $658K.
  • Advance Capital I first reported a position in SEI Investments in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's SEI Investments position peaked at $658K in Q3 2013.
  • 299 funds tracked by Wall St. Rank held SEI Investments as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.