RBA
Richard Bernstein Advisors’s SEI Investments SEIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-42,214
| Closed | -$1.95M | – | 350 |
|
2018
Q4 | $1.95M | Hold |
42,214
| – | – | 0.07% | 253 |
|
2018
Q3 | $2.58M | Hold |
42,214
| – | – | 0.07% | 253 |
|
2018
Q2 | $2.64M | Sell |
42,214
-24,729
| -37% | -$1.55M | 0.08% | 224 |
|
2018
Q1 | $5.02M | Buy |
66,943
+61,169
| +1,059% | +$4.58M | 0.18% | 108 |
|
2017
Q4 | $415K | Buy |
+5,774
| New | +$415K | 0.02% | 230 |
|