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Bellwether Investment Group’s SEI Investments SEIC Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-219
Closed -$11K – 513
2017
Q1 		$11K Sell
219
-21
-9% -$1.06K 0.03% 467
2016
Q4 		$12K Buy
+240
New +$11.2K 0.01% 594

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bellwether Investment Group's SEIC Position: Q2 2017 in Review

Bellwether Investment Group sold out of SEI Investments (SEIC) in Q2 2017, closing a stake of 219 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in SEIC in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 364 funds tracked by Wall St. Rank hold SEIC as of Q2 2017.

  • Bellwether Investment Group reported no remaining SEI Investments position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 219 SEI Investments shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in SEI Investments in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's SEI Investments position peaked at $12K in Q4 2016.
  • 364 funds tracked by Wall St. Rank held SEI Investments as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.