HL Financial Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $3.49M | Sell |
66,696
-4,567
| -6% | -$239K | 0.05% | 217 |
|
2018
Q4 | $3.29M | Buy |
71,263
+12,335
| +21% | +$570K | 0.06% | 205 |
|
2018
Q3 | $3.6M | Buy |
58,928
+4,652
| +9% | +$284K | 0.06% | 210 |
|
2018
Q2 | $3.39M | Buy |
+54,276
| New | +$3.39M | 0.06% | 201 |
|
2017
Q1 | – | Sell |
-6,331
| Closed | -$313K | – | 692 |
|
2016
Q4 | $313K | Buy |
6,331
+668
| +12% | +$33K | 0.01% | 542 |
|
2016
Q3 | $258K | Sell |
5,663
-64
| -1% | -$2.92K | 0.01% | 572 |
|
2016
Q2 | $276K | Buy |
+5,727
| New | +$276K | 0.01% | 550 |
|