Kanaly Trust’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $49K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2016
Q3 | $46K | Hold |
1,000
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $48K | Hold |
1,000
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $43K | Hold |
1,000
| – | – | 0.01% | 303 |
|
|
2015
Q4 | $52K | Hold |
1,000
| – | – | 0.01% | 282 |
|
|
2015
Q3 | $48K | Hold |
1,000
| – | – | 0.01% | 293 |
|
|
2015
Q2 | $49K | Hold |
1,000
| – | – | 0.01% | 311 |
|
|
2015
Q1 | $44K | Hold |
1,000
| – | – | 0.01% | 296 |
|
|
2014
Q4 | $40K | Hold |
1,000
| – | – | 0.01% | 311 |
|
|
2014
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 327 |
|
|
2014
Q2 | $33K | Sell |
1,000
-290
| -22% | -$9.57K | 0.01% | 353 |
|
|
2014
Q1 | $43K | Hold |
1,290
| – | – | 0.01% | 319 |
|
|
2013
Q4 | $45K | Buy |
+1,290
| New | +$45K | 0.01% | 312 |
|