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Camarda Financial Advisors’s SEI Investments SEIC Stock Holding History

Camarda Financial 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
Q3 		– Sell
-20
Closed -$1K – 392
2019
Q2 		$1K Hold
20
– – ﹤0.01% 458
2019
Q1 		$1K Buy
+20
New +$1K ﹤0.01% 498

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Camarda Financial Advisors's SEIC Position: Q3 2019 in Review

Camarda Financial Advisors sold out of SEI Investments (SEIC) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in SEIC in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 420 funds tracked by Wall St. Rank hold SEIC as of Q3 2019.

  • Camarda Financial Advisors reported no remaining SEI Investments position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 20 SEI Investments shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in SEI Investments in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's SEI Investments position peaked at $1K in Q2 2019.
  • 420 funds tracked by Wall St. Rank held SEI Investments as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.