Piedmont Investment Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,879
| Closed | -$689K | – | 577 |
|
|
2020
Q1 | $689K | Buy |
14,879
+906
| +6% | +$42K | 0.03% | 371 |
|
|
2019
Q4 | $915K | Sell |
13,973
-1,923
| -12% | -$126K | 0.03% | 349 |
|
|
2019
Q3 | $942K | Sell |
15,896
-1,023
| -6% | -$60.6K | 0.04% | 335 |
|
|
2019
Q2 | $949K | Buy |
16,919
+3,954
| +30% | +$222K | 0.04% | 345 |
|
|
2019
Q1 | $677K | Sell |
12,965
-1
| -0% | -$52 | 0.03% | 403 |
|
|
2018
Q4 | $599K | Buy |
12,966
+3,310
| +34% | +$153K | 0.03% | 403 |
|
|
2018
Q3 | $590K | Sell |
9,656
-281
| -3% | -$17.2K | 0.02% | 457 |
|
|
2018
Q2 | $621K | Sell |
9,937
-3,688
| -27% | -$230K | 0.03% | 388 |
|
|
2018
Q1 | $1.02M | Hold |
13,625
| – | – | 0.03% | 312 |
|
|
2017
Q4 | $979K | Hold |
13,625
| – | – | 0.02% | 312 |
|
|
2017
Q3 | $832K | Sell |
13,625
-775
| -5% | -$47.3K | 0.02% | 328 |
|
|
2017
Q2 | $774K | Hold |
14,400
| – | – | 0.02% | 337 |
|
|
2017
Q1 | $726K | Hold |
14,400
| – | – | 0.02% | 337 |
|
|
2016
Q4 | $711K | Hold |
14,400
| – | – | 0.01% | 271 |
|
|
2016
Q3 | $657K | Buy |
+14,400
| New | +$657K | 0.01% | 261 |
|