SEI Investments
SIFI

SEI Investments’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

SEI Investments’s Portfolio SIFI Stock Details SIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-94
Closed -$1K – 3761
2018
Q2 		$1K Buy
94
+72
+327% +$1.05K ﹤0.01% 3577
2018
Q1 		$0 Sell
22
-66
-75% -$958 ﹤0.01% 3786
2017
Q4 		$1K Hold
88
– – ﹤0.01% 3299
2017
Q3 		$1K Buy
88
+55
+167% +$827 ﹤0.01% 3158
2017
Q2 		$1K Buy
+33
New +$497 ﹤0.01% 3017

Other funds holding SIFI

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments's SIFI Position: Q3 2018 in Review

SEI Investments sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q3 2018, closing a stake of 94 shares — an estimated $1K sold.

SEI Investments first reported a position in SIFI in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 60 funds tracked by Wall St. Rank hold SIFI as of Q3 2018.

  • SEI Investments reported no remaining SI Financial Group, Inc. NEW MD position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 94 SI Financial Group, Inc. NEW MD shares in Q3 2018, an estimated $1K.
  • SEI Investments first reported a position in SI Financial Group, Inc. NEW MD in Q2 2017 and held it in 5 quarters.
  • SEI Investments's SI Financial Group, Inc. NEW MD position peaked at $1K in Q2 2018.
  • 60 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q3 2018.

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