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Osborn Williams & Donohoe’s SEI Investments SEIC Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-400
Closed -$22K – 598
2019
Q1 		$22K Buy
+400
New +$20K ﹤0.01% 546

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osborn Williams & Donohoe's SEIC Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of SEI Investments (SEIC) in Q2 2019, closing a stake of 400 shares — an estimated $22K sold.

Osborn Williams & Donohoe first reported a position in SEIC in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 407 funds tracked by Wall St. Rank hold SEIC as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining SEI Investments position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 400 SEI Investments shares in Q2 2019, an estimated $22K.
  • Osborn Williams & Donohoe first reported a position in SEI Investments in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's SEI Investments position peaked at $22K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held SEI Investments as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.