Gideon Capital Advisors’s SEI Investments SEIC Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-12,679	Closed	-$586K	–	499
2018 Q4	$586K	Buy	12,679 +5,748	+83%	+$303K	0.24%	127
2018 Q3	$423K	Sell	6,931 -5,512	-44%	-$342K	0.2%	178
2018 Q2	$778K	Buy	+12,443	New	+$828K	0.39%	66
2017 Q2	–	Sell	-13,505	Closed	-$681K	–	387
2017 Q1	$681K	Buy	+13,505	New	+$682K	0.41%	46
2015 Q4	–	Sell	-15,309	Closed	-$738K	–	268
2015 Q3	$738K	Buy	+15,309	New	+$779K	0.43%	90
2014 Q3	–	Sell	-26,226	Closed	-$859K	–	355
2014 Q2	$859K	Buy	26,226 +18,468	+238%	+$595K	0.31%	102
2014 Q1	$261K	Buy	+7,758	New	+$264K	0.14%	168

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gideon Capital Advisors's SEIC Position: Q1 2019 in Review

Gideon Capital Advisors sold out of SEI Investments (SEIC) in Q1 2019, closing a stake of 12,679 shares — an estimated $586K sold.

Gideon Capital Advisors first reported a position in SEIC in Q1 2014 and held it in 7 quarters. The position peaked at $859K in Q2 2014. 414 funds tracked by Wall St. Rank hold SEIC as of Q1 2019.

Gideon Capital Advisors reported no remaining SEI Investments position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,679 SEI Investments shares in Q1 2019, an estimated $586K.
Gideon Capital Advisors first reported a position in SEI Investments in Q1 2014 and held it in 7 quarters.
Gideon Capital Advisors's SEI Investments position peaked at $859K in Q2 2014.
414 funds tracked by Wall St. Rank held SEI Investments as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.