PSI
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Pinnacle Summer Investments’s SEI Investments SEIC Stock Holding History

Pinnacle Summer Investments’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
2013
Q3 		– Sell
-4,200
Closed -$119K – 975
2013
Q2 		$119K Buy
+4,200
New +$122K 0.03% 259

Other funds holding SEIC

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Pinnacle Summer Investments's SEIC Position: Q3 2013 in Review

Pinnacle Summer Investments sold out of SEI Investments (SEIC) in Q3 2013, closing a stake of 4,200 shares — an estimated $119K sold.

Pinnacle Summer Investments first reported a position in SEIC in Q2 2013 and held it in 1 quarter. The position peaked at $119K in Q2 2013. 285 funds tracked by Wall St. Rank hold SEIC as of Q3 2013.

  • Pinnacle Summer Investments reported no remaining SEI Investments position as of Q3 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 4,200 SEI Investments shares in Q3 2013, an estimated $119K.
  • Pinnacle Summer Investments first reported a position in SEI Investments in Q2 2013 and held it in 1 quarter.
  • Pinnacle Summer Investments's SEI Investments position peaked at $119K in Q2 2013.
  • 285 funds tracked by Wall St. Rank held SEI Investments as of Q3 2013.

Based on Pinnacle Summer Investments's 13F filing for Q3 2013, filed 14 Nov 2013.