Girard Partners’s SEI Investments SEIC Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-100	Closed	-$6K	–	716
2018 Q3	$6K	Buy	+100	New	+$6.2K	﹤0.01%	825

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 $3.38T AUM 44.17% 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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Girard Partners's SEIC Position: Q4 2018 in Review

Girard Partners sold out of SEI Investments (SEIC) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Girard Partners first reported a position in SEIC in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 405 funds tracked by Wall St. Rank hold SEIC as of Q4 2018.

Girard Partners reported no remaining SEI Investments position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 100 SEI Investments shares in Q4 2018, an estimated $6K.
Girard Partners first reported a position in SEI Investments in Q3 2018 and held it in 1 quarter.
Girard Partners's SEI Investments position peaked at $6K in Q3 2018.
405 funds tracked by Wall St. Rank held SEI Investments as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.