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Alera Investment Advisors’s SEI Investments SEIC Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-242
Closed -$13K – 833
2019
Q1 		$13K Buy
242
+32
+15% +$1.6K 0.01% 404
2018
Q4 		$10K Buy
+210
New +$11.1K 0.01% 435

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's SEIC Position: Q2 2019 in Review

Alera Investment Advisors sold out of SEI Investments (SEIC) in Q2 2019, closing a stake of 242 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in SEIC in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 407 funds tracked by Wall St. Rank hold SEIC as of Q2 2019.

  • Alera Investment Advisors reported no remaining SEI Investments position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 242 SEI Investments shares in Q2 2019, an estimated $13K.
  • Alera Investment Advisors first reported a position in SEI Investments in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's SEI Investments position peaked at $13K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held SEI Investments as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.