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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,743
Closed -$234K 836
2018
Q2
$234K Buy
3,743
+2,793
+294% +$175K 0.12% 137
2018
Q1
$71K Hold
950
0.04% 284
2017
Q4
$68K Buy
+950
New +$68K 0.04% 288