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Moseley Investment Management’s SEI Investments SEIC Stock Holding History

Moseley Investment Management’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
-6,907
Closed -$387K – 125
2019
Q2 		$387K Hold
6,907
– – 0.36% 78
2019
Q1 		$361K Buy
+6,907
New +$346K 0.38% 77

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 $5.72T 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 $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Moseley Investment Management's SEIC Position: Q3 2019 in Review

Moseley Investment Management sold out of SEI Investments (SEIC) in Q3 2019, closing a stake of 6,907 shares — an estimated $387K sold.

Moseley Investment Management first reported a position in SEIC in Q1 2019 and held it in 2 quarters. The position peaked at $387K in Q2 2019. 419 funds tracked by Wall St. Rank hold SEIC as of Q3 2019.

  • Moseley Investment Management reported no remaining SEI Investments position as of Q3 2019 after selling out during the quarter.
  • Moseley Investment Management sold 6,907 SEI Investments shares in Q3 2019, an estimated $387K.
  • Moseley Investment Management first reported a position in SEI Investments in Q1 2019 and held it in 2 quarters.
  • Moseley Investment Management's SEI Investments position peaked at $387K in Q2 2019.
  • 419 funds tracked by Wall St. Rank held SEI Investments as of Q3 2019.

Based on Moseley Investment Management's 13F filing for Q3 2019, filed 30 Oct 2019.