Coldstream Capital Management’s SEI Investments SEIC Stock Holding History

Coldstream Capital Management’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$136K	Buy
2019 Q1	–	Sell
2018 Q4	$801K	Buy
2018 Q2	–	Sell
2018 Q1	$882K	Buy