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Ovata Capital Management’s SEI Investments SEIC Stock Holding History

Ovata Capital Management’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
2020
Q3 		– Sell
-540
Closed -$30K – 166
2020
Q2 		$30K Buy
+540
New +$28.2K 0.01% 136

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Bank of America
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Canada Life
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Ameriprise
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Ovata Capital Management's SEIC Position: Q3 2020 in Review

Ovata Capital Management sold out of SEI Investments (SEIC) in Q3 2020, closing a stake of 540 shares — an estimated $30K sold.

Ovata Capital Management first reported a position in SEIC in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 427 funds tracked by Wall St. Rank hold SEIC as of Q3 2020.

  • Ovata Capital Management reported no remaining SEI Investments position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 540 SEI Investments shares in Q3 2020, an estimated $30K.
  • Ovata Capital Management first reported a position in SEI Investments in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's SEI Investments position peaked at $30K in Q2 2020.
  • 427 funds tracked by Wall St. Rank held SEI Investments as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.