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Fortis Advisors’s SEI Investments SEIC Stock Holding History

Fortis Advisors’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
2020
Q1 		– Sell
-100
Closed -$7K – 376
2019
Q4 		$7K Hold
100
– – ﹤0.01% 280
2019
Q3 		$6K Hold
100
– – ﹤0.01% 287
2019
Q2 		$6K Hold
100
– – ﹤0.01% 313
2019
Q1 		$5K Hold
100
– – ﹤0.01% 306
2018
Q4 		$5K Hold
100
– – ﹤0.01% 290
2018
Q3 		$6K Hold
100
– – ﹤0.01% 281
2018
Q2 		$6K Hold
100
– – ﹤0.01% 287
2018
Q1 		$7K Buy
+100
New +$7.45K ﹤0.01% 269

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 $5.7T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return