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Personal Wealth Partners’s SEI Investments SEIC Stock Holding History

Personal 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
2020
Q1 		– Sell
-8
Closed -$1K – 513
2019
Q4 		$1K Hold
8
– – ﹤0.01% 468
2019
Q3 		$0 Buy
+8
New +$463 ﹤0.01% 664

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's SEIC Position: Q1 2020 in Review

Personal Wealth Partners sold out of SEI Investments (SEIC) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in SEIC in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 415 funds tracked by Wall St. Rank hold SEIC as of Q1 2020.

  • Personal Wealth Partners reported no remaining SEI Investments position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 SEI Investments shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in SEI Investments in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's SEI Investments position peaked at $1K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held SEI Investments as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.