Advisor Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.62M | Sell |
24,679
-16,759
| -40% | -$1.1M | 0.01% | 925 |
|
2019
Q3 | $2.45M | Sell |
41,438
-8,175
| -16% | -$484K | 0.02% | 675 |
|
2019
Q2 | $2.78M | Buy |
49,613
+1,968
| +4% | +$110K | 0.02% | 620 |
|
2019
Q1 | $2.49M | Buy |
47,645
+30,608
| +180% | +$1.6M | 0.02% | 644 |
|
2018
Q4 | $789K | Buy |
17,037
+1,757
| +11% | +$81.4K | 0.01% | 1098 |
|
2018
Q3 | $934K | Buy |
15,280
+1,645
| +12% | +$101K | 0.01% | 1029 |
|
2018
Q2 | $852K | Buy |
13,635
+146
| +1% | +$9.12K | 0.01% | 962 |
|
2018
Q1 | $1.01M | Buy |
13,489
+51
| +0.4% | +$3.82K | 0.01% | 860 |
|
2017
Q4 | $966K | Buy |
13,438
+1,044
| +8% | +$75K | 0.01% | 908 |
|
2017
Q3 | $756K | Buy |
12,394
+316
| +3% | +$19.3K | 0.01% | 973 |
|
2017
Q2 | $650K | Sell |
12,078
-503
| -4% | -$27.1K | 0.01% | 986 |
|
2017
Q1 | $634K | Sell |
12,581
-28
| -0.2% | -$1.41K | 0.01% | 941 |
|
2016
Q4 | $622K | Sell |
12,609
-574
| -4% | -$28.3K | 0.01% | 886 |
|
2016
Q3 | $601K | Buy |
13,183
+3,950
| +43% | +$180K | 0.01% | 871 |
|
2016
Q2 | $442K | Buy |
+9,233
| New | +$442K | 0.01% | 982 |
|