Old Mutual Customised Solutions’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $75K | Sell |
1,200
-4,700
| -80% | -$294K | 0.01% | 717 |
|
|
2018
Q1 | $442K | Hold |
5,900
| – | – | 0.05% | 415 |
|
|
2017
Q4 | $424K | Buy |
5,900
+2,500
| +74% | +$180K | 0.04% | 428 |
|
|
2017
Q3 | $208K | Hold |
3,400
| – | – | 0.03% | 525 |
|
|
2017
Q2 | $183K | Hold |
3,400
| – | – | 0.03% | 547 |
|
|
2017
Q1 | $171K | Hold |
3,400
| – | – | 0.03% | 552 |
|
|
2016
Q4 | $168K | Buy |
3,400
+1,200
| +55% | +$59.3K | 0.03% | 540 |
|
|
2016
Q3 | $100K | Hold |
2,200
| – | – | 0.03% | 570 |
|
|
2016
Q2 | $106K | Hold |
2,200
| – | – | 0.03% | 607 |
|
|
2016
Q1 | $95K | Hold |
2,200
| – | – | 0.02% | 606 |
|
|
2015
Q4 | $115K | Hold |
2,200
| – | – | 0.03% | 564 |
|
|
2015
Q3 | $106K | Hold |
2,200
| – | – | 0.03% | 580 |
|
|
2015
Q2 | $108K | Hold |
2,200
| – | – | 0.03% | 610 |
|
|
2015
Q1 | $97K | Buy |
2,200
+1,500
| +214% | +$66.1K | 0.02% | 635 |
|
|
2014
Q4 | $28K | Buy |
+700
| New | +$28K | 0.01% | 676 |
|