JOYN Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
– Sell
-485
Closed -$22K – 1166
2018
Q4
$22K Buy
485
+387
+395% +$20.4K 0.01% 631
2018
Q3
$6K Buy
98
+54
+123% +$3.35K ﹤0.01% 1141
2018
Q2
$3K Buy
+44
New +$2.93K ﹤0.01% 1332

Other funds holding SEIC

JOYN Advisors's SEIC Position: Q1 2019 in Review

JOYN Advisors sold out of SEI Investments (SEIC) in Q1 2019, closing a stake of 485 shares — an estimated $22K sold.

JOYN Advisors first reported a position in SEIC in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q4 2018. 414 funds tracked by Wall St. Rank hold SEIC as of Q1 2019.

  • JOYN Advisors reported no remaining SEI Investments position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 485 SEI Investments shares in Q1 2019, an estimated $22K.
  • JOYN Advisors first reported a position in SEI Investments in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's SEI Investments position peaked at $22K in Q4 2018.
  • 414 funds tracked by Wall St. Rank held SEI Investments as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.