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Ausdal Financial Partners’s SEI Investments SEIC Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-94
Closed -$5K – 882
2015
Q4 		$5K Buy
+94
New +$4.89K ﹤0.01% 1083

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Vanguard Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ausdal Financial Partners's SEIC Position: Q1 2016 in Review

Ausdal Financial Partners sold out of SEI Investments (SEIC) in Q1 2016, closing a stake of 94 shares — an estimated $5K sold.

Ausdal Financial Partners first reported a position in SEIC in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 355 funds tracked by Wall St. Rank hold SEIC as of Q1 2016.

  • Ausdal Financial Partners reported no remaining SEI Investments position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 94 SEI Investments shares in Q1 2016, an estimated $5K.
  • Ausdal Financial Partners first reported a position in SEI Investments in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's SEI Investments position peaked at $5K in Q4 2015.
  • 355 funds tracked by Wall St. Rank held SEI Investments as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.