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Placemark Investments’s SEI Investments SEIC Stock Holding History

Placemark 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
2014
Q4 		$1.1M Buy
27,493
+3,502
+15% +$134K 0.02% 833
2014
Q3 		$867K Buy
23,991
+261
+1% +$9.3K 0.02% 940
2014
Q2 		$776K Buy
23,730
+6,692
+39% +$216K 0.01% 984
2014
Q1 		$573K Sell
17,038
-1,067
-6% -$36.3K 0.01% 1068
2013
Q4 		$627K Sell
18,105
-33
-0.2% -$1.1K 0.01% 1046
2013
Q3 		$561K Buy
18,138
+1,431
+9% +$44.1K 0.01% 1038
2013
Q2 		$475K Buy
+16,707
New +$484K 0.01% 1059

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Placemark Investments's SEIC Position: Q4 2014 in Review

Placemark Investments increased its SEI Investments (SEIC) stake by 15% in Q4 2014, buying an estimated $134K and bringing the position to 27,493 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #833.

Placemark Investments first reported a position in SEIC in Q2 2013 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold SEIC as of Q4 2014.

  • Placemark Investments held 27,493 shares of SEI Investments worth $1.1M as of Q4 2014.
  • Placemark Investments bought 3,502 SEI Investments shares in Q4 2014, an estimated $134K.
  • SEI Investments made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #833 holding.
  • Placemark Investments first reported a position in SEI Investments in Q2 2013 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held SEI Investments as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.