Ledyard National Bank’s SEI Investments SEIC Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-436	Closed	-$20K	–	563
2018 Q4	$20K	Hold	436	–	–	﹤0.01%	520
2018 Q3	$27K	Hold	436	–	–	﹤0.01%	486
2018 Q2	$27K	Hold	436	–	–	﹤0.01%	488
2018 Q1	$33K	Hold	436	–	–	﹤0.01%	483
2017 Q4	$31K	Hold	436	–	–	﹤0.01%	509
2017 Q3	$27K	Hold	436	–	–	﹤0.01%	513
2017 Q2	$23K	Hold	436	–	–	﹤0.01%	498
2017 Q1	$22K	Hold	436	–	–	﹤0.01%	512
2016 Q4	$22K	Hold	436	–	–	﹤0.01%	393
2016 Q3	$20K	Hold	436	–	–	﹤0.01%	406
2016 Q2	$21K	Hold	436	–	–	﹤0.01%	387
2016 Q1	$19K	Hold	436	–	–	﹤0.01%	446
2015 Q4	$23K	Hold	436	–	–	﹤0.01%	410
2015 Q3	$21K	Hold	436	–	–	﹤0.01%	405
2015 Q2	$21K	Hold	436	–	–	﹤0.01%	413
2015 Q1	$19K	Hold	436	–	–	﹤0.01%	412
2014 Q4	$17K	Hold	436	–	–	﹤0.01%	448
2014 Q3	$16K	Hold	436	–	–	﹤0.01%	415
2014 Q2	$14K	Hold	436	–	–	﹤0.01%	438
2014 Q1	$15K	Hold	436	–	–	﹤0.01%	413
2013 Q4	$15K	Buy	+436	New	+$14.5K	﹤0.01%	423

Other funds holding SEIC

Loomis, Sayles & Company

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Bank of New York Mellon

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return