MSI Financial Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $160K | Sell |
3,229
-183
| -5% | -$9.07K | 0.01% | 1209 |
|
2016
Q3 | $156K | Buy |
3,412
+614
| +22% | +$28.1K | 0.01% | 1183 |
|
2016
Q2 | $134K | Buy |
2,798
+1,029
| +58% | +$49.3K | ﹤0.01% | 1244 |
|
2016
Q1 | $76K | Buy |
1,769
+1,273
| +257% | +$54.7K | ﹤0.01% | 1501 |
|
2015
Q4 | $26K | Buy |
496
+420
| +553% | +$22K | ﹤0.01% | 2152 |
|
2015
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 2527 |
|
2015
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2560 |
|
2015
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 2624 |
|
2014
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 2311 |
|
2014
Q3 | $3K | Sell |
76
-150
| -66% | -$5.92K | ﹤0.01% | 2296 |
|
2014
Q2 | $7K | Buy |
226
+69
| +44% | +$2.14K | ﹤0.01% | 1951 |
|
2014
Q1 | $5K | Buy |
157
+100
| +175% | +$3.19K | ﹤0.01% | 2014 |
|
2013
Q4 | $2K | Buy |
57
+50
| +714% | +$1.75K | ﹤0.01% | 2278 |
|
2013
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2399 |
|
2013
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2410 |
|