PWM
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PRW Wealth Management’s SEI Investments SEIC Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-20
Closed -$1K – 565
2019
Q1 		$1K Hold
20
– – ﹤0.01% 632
2018
Q4 		$1K Buy
+20
New +$1.05K ﹤0.01% 621

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

PRW Wealth Management's SEIC Position: Q2 2019 in Review

PRW Wealth Management sold out of SEI Investments (SEIC) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in SEIC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 407 funds tracked by Wall St. Rank hold SEIC as of Q2 2019.

  • PRW Wealth Management reported no remaining SEI Investments position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 20 SEI Investments shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in SEI Investments in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's SEI Investments position peaked at $1K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held SEI Investments as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.