Placemark Investments’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.1M | Buy |
27,493
+3,502
| +15% | +$140K | 0.02% | 833 |
|
|
2014
Q3 | $867K | Buy |
23,991
+261
| +1% | +$9.43K | 0.02% | 940 |
|
|
2014
Q2 | $776K | Buy |
23,730
+6,692
| +39% | +$219K | 0.01% | 984 |
|
|
2014
Q1 | $573K | Sell |
17,038
-1,067
| -6% | -$35.9K | 0.01% | 1068 |
|
|
2013
Q4 | $627K | Sell |
18,105
-33
| -0.2% | -$1.14K | 0.01% | 1046 |
|
|
2013
Q3 | $561K | Buy |
18,138
+1,431
| +9% | +$44.3K | 0.01% | 1038 |
|
|
2013
Q2 | $475K | Buy |
+16,707
| New | +$475K | 0.01% | 1059 |
|