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MYCIO Wealth Partners’s SEI Investments SEIC Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-1,262
Closed -$51K – 689
2014
Q4 		$51K Buy
+1,262
New +$48.3K 0.01% 260

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CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MYCIO Wealth Partners's SEIC Position: Q1 2015 in Review

MYCIO Wealth Partners sold out of SEI Investments (SEIC) in Q1 2015, closing a stake of 1,262 shares — an estimated $51K sold.

MYCIO Wealth Partners first reported a position in SEIC in Q4 2014 and held it in 1 quarter. The position peaked at $51K in Q4 2014. 323 funds tracked by Wall St. Rank hold SEIC as of Q1 2015.

  • MYCIO Wealth Partners reported no remaining SEI Investments position as of Q1 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,262 SEI Investments shares in Q1 2015, an estimated $51K.
  • MYCIO Wealth Partners first reported a position in SEI Investments in Q4 2014 and held it in 1 quarter.
  • MYCIO Wealth Partners's SEI Investments position peaked at $51K in Q4 2014.
  • 323 funds tracked by Wall St. Rank held SEI Investments as of Q1 2015.

Based on MYCIO Wealth Partners's 13F filing for Q1 2015, filed 12 May 2015.