SEI Investments
ESCR

SEI Investments’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

SEI Investments’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-60
Closed -$1K – 3549
2018
Q2 		$1K Buy
60
+36
+150% +$866 ﹤0.01% 3541
2018
Q1 		$1K Buy
+24
New +$585 ﹤0.01% 3382
2017
Q3 		– Sell
-3
Closed – – 3438
2017
Q2 		$0 Buy
+3
New +$73 ﹤0.01% 3334

Other funds holding ESCR

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

SEI Investments's ESCR Position: Q3 2018 in Review

SEI Investments sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q3 2018, closing a stake of 60 shares — an estimated $1K sold.

SEI Investments first reported a position in ESCR in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 8 funds tracked by Wall St. Rank hold ESCR as of Q3 2018.

  • SEI Investments reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 60 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q3 2018, an estimated $1K.
  • SEI Investments first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q2 2017 and held it in 3 quarters.
  • SEI Investments's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $1K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.