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IMS Capital Management’s SEI Investments SEIC Stock Holding History

IMS Capital Management’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
-200
Closed -$12K – 307
2018
Q3 		$12K Buy
+200
New +$12.4K 0.01% 301

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IMS Capital Management's SEIC Position: Q4 2018 in Review

IMS Capital Management sold out of SEI Investments (SEIC) in Q4 2018, closing a stake of 200 shares — an estimated $12K sold.

IMS Capital Management first reported a position in SEIC in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 405 funds tracked by Wall St. Rank hold SEIC as of Q4 2018.

  • IMS Capital Management reported no remaining SEI Investments position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 200 SEI Investments shares in Q4 2018, an estimated $12K.
  • IMS Capital Management first reported a position in SEI Investments in Q3 2018 and held it in 1 quarter.
  • IMS Capital Management's SEI Investments position peaked at $12K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held SEI Investments as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.