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Moneta Group Investment Advisors’s SEI Investments SEIC Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-301
Closed -$15K – 363
2015
Q3 		$15K Buy
+301
New +$15.3K ﹤0.01% 363

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Moneta Group Investment Advisors's SEIC Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of SEI Investments (SEIC) in Q4 2015, closing a stake of 301 shares — an estimated $15K sold.

Moneta Group Investment Advisors first reported a position in SEIC in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 363 funds tracked by Wall St. Rank hold SEIC as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining SEI Investments position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 301 SEI Investments shares in Q4 2015, an estimated $15K.
  • Moneta Group Investment Advisors first reported a position in SEI Investments in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's SEI Investments position peaked at $15K in Q3 2015.
  • 363 funds tracked by Wall St. Rank held SEI Investments as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.