Independent Portfolio Consultants’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $304K | Sell |
5,653
-2,995
| -35% | -$161K | 0.13% | 237 |
|
|
2017
Q1 | $436K | Sell |
8,648
-4,683
| -35% | -$236K | 0.15% | 225 |
|
|
2016
Q4 | $658K | Buy |
13,331
+555
| +4% | +$27.4K | 0.22% | 169 |
|
|
2016
Q3 | $583K | Buy |
12,776
+50
| +0.4% | +$2.28K | 0.18% | 203 |
|
|
2016
Q2 | $612K | Sell |
12,726
-13,594
| -52% | -$654K | 0.19% | 186 |
|
|
2016
Q1 | $1.13M | Sell |
26,320
-720
| -3% | -$31K | 0.32% | 95 |
|
|
2015
Q4 | $1.42M | Sell |
27,040
-15,260
| -36% | -$800K | 0.42% | 70 |
|
|
2015
Q3 | $2.04M | Sell |
42,300
-550
| -1% | -$26.5K | 0.44% | 66 |
|
|
2015
Q2 | $2.1M | Buy |
+42,850
| New | +$2.1M | 0.42% | 65 |
|