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Financial Advisors Network’s SEI Investments SEIC Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-251
Closed -$12.3K – 391
2016
Q4 		$12.3K Buy
+251
New +$11.7K 0.01% 240

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Advisors Network's SEIC Position: Q1 2017 in Review

Financial Advisors Network sold out of SEI Investments (SEIC) in Q1 2017, closing a stake of 251 shares — an estimated $12.3K sold.

Financial Advisors Network first reported a position in SEIC in Q4 2016 and held it in 1 quarter. The position peaked at $12.3K in Q4 2016. 360 funds tracked by Wall St. Rank hold SEIC as of Q1 2017.

  • Financial Advisors Network reported no remaining SEI Investments position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 251 SEI Investments shares in Q1 2017, an estimated $12.3K.
  • Financial Advisors Network first reported a position in SEI Investments in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's SEI Investments position peaked at $12.3K in Q4 2016.
  • 360 funds tracked by Wall St. Rank held SEI Investments as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.