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Miles Capital’s SEI Investments SEIC Stock Holding History

Miles 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
Q3 		– Sell
-14,754
Closed -$828K – 196
2019
Q2 		$828K Sell
14,754
-543
-4% -$29.3K 0.68% 43
2019
Q1 		$799K Buy
15,297
+55
+0.4% +$2.75K 0.69% 45
2018
Q4 		$704K Sell
15,242
-5,205
-25% -$274K 0.69% 45
2018
Q3 		$1.25M Sell
20,447
-1,089
-5% -$67.5K 1.01% 21
2018
Q2 		$1.35M Sell
21,536
-298
-1% -$19.8K 0.83% 15
2018
Q1 		$1.64M Sell
21,834
-89
-0.4% -$6.63K 0.9% 12
2017
Q4 		$1.57M Buy
21,923
+26
+0.1% +$1.74K 0.91% 15
2017
Q3 		$1.34M Sell
21,897
-3,732
-15% -$212K 0.76% 22
2017
Q2 		$1.38M Buy
25,629
+20,184
+371% +$1.04M 0.74% 18
2017
Q1 		$275K Buy
+5,445
New +$275K 0.15% 117

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return