Coldstream Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,748
| Closed | -$136K | – | 2951 |
|
|
2025
Q1 | $136K | Buy |
+1,748
| New | +$136K | ﹤0.01% | 1198 |
|
|
2019
Q1 | – | Sell |
-17,350
| Closed | -$801K | – | 349 |
|
|
2018
Q4 | $801K | Buy |
+17,350
| New | +$801K | 0.08% | 160 |
|
|
2018
Q2 | – | Sell |
-11,771
| Closed | -$882K | – | 331 |
|
|
2018
Q1 | $882K | Buy |
+11,771
| New | +$882K | 0.1% | 127 |
|