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Financial Architects (New Jersey)’s SEI Investments SEIC Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-750
Closed -$40K – 1587
2017
Q2 		$40K Buy
+750
New +$38.6K 0.01% 753

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s SEIC Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of SEI Investments (SEIC) in Q3 2017, closing a stake of 750 shares — an estimated $40K sold.

Financial Architects (New Jersey) first reported a position in SEIC in Q2 2017 and held it in 1 quarter. The position peaked at $40K in Q2 2017. 362 funds tracked by Wall St. Rank hold SEIC as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining SEI Investments position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 750 SEI Investments shares in Q3 2017, an estimated $40K.
  • Financial Architects (New Jersey) first reported a position in SEI Investments in Q2 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s SEI Investments position peaked at $40K in Q2 2017.
  • 362 funds tracked by Wall St. Rank held SEI Investments as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.