Avantax Planning Partners’s SEI Investments SEIC Stock Holding History

Avantax Planning 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
2018 Q2	–	Sell	-4	Closed	–	–	1255
2018 Q1	$0	Buy	+4	New	+$298	﹤0.01%	1861

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avantax Planning Partners's SEIC Position: Q2 2018 in Review

Avantax Planning Partners sold out of SEI Investments (SEIC) in Q2 2018, closing a stake of 4 shares.

Avantax Planning Partners first reported a position in SEIC in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 430 funds tracked by Wall St. Rank hold SEIC as of Q2 2018.

Avantax Planning Partners reported no remaining SEI Investments position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 4 SEI Investments shares in Q2 2018.
Avantax Planning Partners first reported a position in SEI Investments in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's SEI Investments position peaked at $0 in Q1 2018.
430 funds tracked by Wall St. Rank held SEI Investments as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.