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Guardian Capital (Canada)’s SEI Investments SEIC Stock Holding History

Guardian Capital (Canada)’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
2014
Q4 		– Sell
-12,035
Closed -$435K – 239
2014
Q3 		$435K Buy
+12,035
New +$429K 0.01% 186

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guardian Capital (Canada)'s SEIC Position: Q4 2014 in Review

Guardian Capital (Canada) sold out of SEI Investments (SEIC) in Q4 2014, closing a stake of 12,035 shares — an estimated $435K sold.

Guardian Capital (Canada) first reported a position in SEIC in Q3 2014 and held it in 1 quarter. The position peaked at $435K in Q3 2014. 325 funds tracked by Wall St. Rank hold SEIC as of Q4 2014.

  • Guardian Capital (Canada) reported no remaining SEI Investments position as of Q4 2014 after selling out during the quarter.
  • Guardian Capital (Canada) sold 12,035 SEI Investments shares in Q4 2014, an estimated $435K.
  • Guardian Capital (Canada) first reported a position in SEI Investments in Q3 2014 and held it in 1 quarter.
  • Guardian Capital (Canada)'s SEI Investments position peaked at $435K in Q3 2014.
  • 325 funds tracked by Wall St. Rank held SEI Investments as of Q4 2014.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.