Lavaca Capital’s SEI Investments SEIC Stock Holding History

Lavaca Capital’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
2019 Q4	–	Sell	-3,672	Closed	-$218K	–	103
2019 Q3	$218K	Buy	+3,672	New	+$212K	0.16%	85

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

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

Lavaca Capital's SEIC Position: Q4 2019 in Review

Lavaca Capital sold out of SEI Investments (SEIC) in Q4 2019, closing a stake of 3,672 shares — an estimated $218K sold.

Lavaca Capital first reported a position in SEIC in Q3 2019 and held it in 1 quarter. The position peaked at $218K in Q3 2019. 439 funds tracked by Wall St. Rank hold SEIC as of Q4 2019.

Lavaca Capital reported no remaining SEI Investments position as of Q4 2019 after selling out during the quarter.
Lavaca Capital sold 3,672 SEI Investments shares in Q4 2019, an estimated $218K.
Lavaca Capital first reported a position in SEI Investments in Q3 2019 and held it in 1 quarter.
Lavaca Capital's SEI Investments position peaked at $218K in Q3 2019.
439 funds tracked by Wall St. Rank held SEI Investments as of Q4 2019.

Based on Lavaca Capital's 13F filing for Q4 2019, filed 5 Feb 2020.