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