B. Riley Wealth Advisors’s SEI Investments SEIC Stock Holding History

B. Riley Wealth 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 Q4	–	Sell	-6,875	Closed	-$409K	–	896
2019 Q3	$409K	Buy	6,875 +909	+15%	+$52.6K	0.04%	471
2019 Q2	$336K	Buy	5,966 +1,671	+39%	+$90.1K	0.04%	518
2019 Q1	$227K	Buy	+4,295	New	+$215K	0.03%	607
2018 Q2	–	Sell	-4,382	Closed	-$330K	–	722
2018 Q1	$330K	Buy	4,382 +6	+0.1%	+$447	0.05%	419
2017 Q4	$316K	Buy	+4,376	New	+$293K	0.04%	427
2016 Q1	–	Sell	-6,430	Closed	-$338K	–	608
2015 Q4	$338K	Sell	6,430 -75	-1%	-$3.9K	0.07%	331
2015 Q3	$315K	Buy	6,505 +1,757	+37%	+$89.4K	0.08%	341
2015 Q2	$234K	Buy	+4,748	New	+$223K	0.06%	400
2015 Q1	–	Sell	-1,500	Closed	-$60K	–	1738
2014 Q4	$60K	Buy	+1,500	New	+$57.5K	﹤0.01%	1996
2014 Q3	–	Sell	-1,532	Closed	-$50.2K	–	1676
2014 Q2	$50.2K	Buy	+1,532	New	+$49.3K	0.01%	1032

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's SEIC Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of SEI Investments (SEIC) in Q4 2019, closing a stake of 6,875 shares — an estimated $409K sold.

B. Riley Wealth Advisors first reported a position in SEIC in Q2 2014 and held it in 10 quarters. The position peaked at $409K in Q3 2019. 440 funds tracked by Wall St. Rank hold SEIC as of Q4 2019.

B. Riley Wealth Advisors reported no remaining SEI Investments position as of Q4 2019 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,875 SEI Investments shares in Q4 2019, an estimated $409K.
B. Riley Wealth Advisors first reported a position in SEI Investments in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's SEI Investments position peaked at $409K in Q3 2019.
440 funds tracked by Wall St. Rank held SEI Investments as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.