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Plante Moran Financial Advisors’s SEI Investments SEIC Stock Holding History

Plante Moran Financial Advisors’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
2018
Q3 		– Sell
-3,743
Closed -$234K – 838
2018
Q2 		$234K Buy
3,743
+2,793
+294% +$186K 0.12% 139
2018
Q1 		$71K Hold
950
– – 0.04% 286
2017
Q4 		$68K Buy
+950
New +$63.6K 0.04% 288

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Plante Moran Financial Advisors's SEIC Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of SEI Investments (SEIC) in Q3 2018, closing a stake of 3,743 shares — an estimated $234K sold.

Plante Moran Financial Advisors first reported a position in SEIC in Q4 2017 and held it in 3 quarters. The position peaked at $234K in Q2 2018. 417 funds tracked by Wall St. Rank hold SEIC as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining SEI Investments position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,743 SEI Investments shares in Q3 2018, an estimated $234K.
  • Plante Moran Financial Advisors first reported a position in SEI Investments in Q4 2017 and held it in 3 quarters.
  • Plante Moran Financial Advisors's SEI Investments position peaked at $234K in Q2 2018.
  • 417 funds tracked by Wall St. Rank held SEI Investments as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.