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