Rational Advisors’s SEI Investments SEIC Stock Holding History

Rational 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
2020 Q1	–	Sell	-23,911	Closed	-$1.57M	–	455
2019 Q4	$1.57M	Buy	23,911 +10,133	+74%	+$630K	0.73%	39
2019 Q3	$816K	Buy	+13,778	New	+$797K	0.32%	104
2013 Q4	$108K	Sell	3,114 -310	-9%	-$10.3K	0.01%	602
2013 Q3	$106K	Sell	3,424 -47	-1%	-$1.45K	0.01%	642
2013 Q2	$99K	Buy	+3,471	New	+$101K	0.01%	652

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors's SEIC Position: Q1 2020 in Review

Rational Advisors sold out of SEI Investments (SEIC) in Q1 2020, closing a stake of 23,911 shares — an estimated $1.57M sold.

Rational Advisors first reported a position in SEIC in Q2 2013 and held it in 5 quarters. The position peaked at $1.57M in Q4 2019. 415 funds tracked by Wall St. Rank hold SEIC as of Q1 2020.

Rational Advisors reported no remaining SEI Investments position as of Q1 2020 after selling out during the quarter.
Rational Advisors sold 23,911 SEI Investments shares in Q1 2020, an estimated $1.57M.
Rational Advisors first reported a position in SEI Investments in Q2 2013 and held it in 5 quarters.
Rational Advisors's SEI Investments position peaked at $1.57M in Q4 2019.
415 funds tracked by Wall St. Rank held SEI Investments as of Q1 2020.

Based on Rational Advisors's 13F filing for Q1 2020, filed 12 May 2020.