Kanaly Trust’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$49K Hold
2016
Q3
$46K Hold
2016
Q2
$48K Hold
2016
Q1
$43K Hold
2015
Q4
$52K Hold
2015
Q3
$48K Hold
2015
Q2
$49K Hold
2015
Q1
$44K Hold
2014
Q4
$40K Hold
2014
Q3
$36K Hold
2014
Q2
$33K Sell
2014
Q1
$43K Hold
2013
Q4
$45K Buy