Jaffetilchin Investment Partners’s SEI Investments SEIC Stock Holding History

Jaffetilchin Investment Partners’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	-8,217	Closed	-$502K	–	341
2018 Q3	$502K	Sell	8,217 -161	-2%	-$9.98K	0.11%	155
2018 Q2	$524K	Buy	8,378 +3,989	+91%	+$265K	0.12%	160
2018 Q1	$329K	Sell	4,389 -4,690	-52%	-$349K	0.07%	241
2017 Q4	$652K	Sell	9,079 -1,086	-11%	-$72.7K	0.22%	91
2017 Q3	$621K	Hold	10,165	–	–	0.15%	120
2017 Q2	$547K	Sell	10,165 -9,945	-49%	-$512K	0.19%	93
2017 Q1	$1.01M	Sell	20,110 -706	-3%	-$35.6K	0.26%	65
2016 Q4	$1.03M	Buy	20,816 +10,624	+104%	+$497K	0.31%	53
2016 Q3	$465K	Sell	10,192 -3,702	-27%	-$174K	0.15%	113
2016 Q2	$668K	Buy	+13,894	New	+$669K	0.2%	80

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jaffetilchin Investment Partners's SEIC Position: Q4 2018 in Review

Jaffetilchin Investment Partners sold out of SEI Investments (SEIC) in Q4 2018, closing a stake of 8,217 shares — an estimated $502K sold.

Jaffetilchin Investment Partners first reported a position in SEIC in Q2 2016 and held it in 10 quarters. The position peaked at $1.03M in Q4 2016. 405 funds tracked by Wall St. Rank hold SEIC as of Q4 2018.

Jaffetilchin Investment Partners reported no remaining SEI Investments position as of Q4 2018 after selling out during the quarter.
Jaffetilchin Investment Partners sold 8,217 SEI Investments shares in Q4 2018, an estimated $502K.
Jaffetilchin Investment Partners first reported a position in SEI Investments in Q2 2016 and held it in 10 quarters.
Jaffetilchin Investment Partners's SEI Investments position peaked at $1.03M in Q4 2016.
405 funds tracked by Wall St. Rank held SEI Investments as of Q4 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2018, filed 11 Feb 2019.