SEI Investments
IBDJ

SEI Investments’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

SEI Investments’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1
Closed – – 3603
2017
Q2 		$0 Buy
+1
New +$25 ﹤0.01% 3496

Other funds holding IBDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments's IBDJ Position: Q3 2017 in Review

SEI Investments sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q3 2017, closing a stake of 1 share.

SEI Investments first reported a position in IBDJ in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 40 funds tracked by Wall St. Rank hold IBDJ as of Q3 2017.

  • SEI Investments reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • SEI Investments sold 1 iShares iBonds Dec 2017 Term Corporate ETF share in Q3 2017.
  • SEI Investments first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q2 2017 and held it in 1 quarter.
  • SEI Investments's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $0 in Q2 2017.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q3 2017.

Based on SEI Investments's 13F filing for Q3 2017, filed 6 Nov 2017.