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Checchi Capital Advisers’s SEI Investments SEIC Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-1,913
Closed -$92K – 1057
2016
Q2 		$92K Buy
1,913
+28
+1% +$1.35K 0.01% 617
2016
Q1 		$81K Buy
+1,885
New +$77.3K 0.02% 664

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $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

Checchi Capital Advisers's SEIC Position: Q3 2016 in Review

Checchi Capital Advisers sold out of SEI Investments (SEIC) in Q3 2016, closing a stake of 1,913 shares — an estimated $92K sold.

Checchi Capital Advisers first reported a position in SEIC in Q1 2016 and held it in 2 quarters. The position peaked at $92K in Q2 2016. 357 funds tracked by Wall St. Rank hold SEIC as of Q3 2016.

  • Checchi Capital Advisers reported no remaining SEI Investments position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,913 SEI Investments shares in Q3 2016, an estimated $92K.
  • Checchi Capital Advisers first reported a position in SEI Investments in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's SEI Investments position peaked at $92K in Q2 2016.
  • 357 funds tracked by Wall St. Rank held SEI Investments as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.