NEXT Financial Holdings’s SEI Investments SEIC Stock Holding History

NEXT Financial Holdings’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 Q1	$20K	Buy	+382	New	+$19.1K	0.01%	965

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

NEXT Financial Holdings's SEIC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in SEI Investments (SEIC) in Q1 2019: 382 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #965 among its holdings.

413 funds tracked by Wall St. Rank hold SEIC as of Q1 2019.

NEXT Financial Holdings held 382 shares of SEI Investments worth $20K as of Q1 2019.
SEI Investments was a new NEXT Financial Holdings position in Q1 2019.
SEI Investments made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #965 holding.
413 funds tracked by Wall St. Rank held SEI Investments as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.