SEI Investments
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SEI Investments’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

SEI Investments’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-343
Closed -$9K – 3410
2018
Q2 		$9K Buy
343
+197
+135% +$5.08K ﹤0.01% 3038
2018
Q1 		$4K Buy
+146
New +$3.88K ﹤0.01% 3121

Other funds holding USMC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments's USMC Position: Q3 2018 in Review

SEI Investments sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2018, closing a stake of 343 shares — an estimated $9K sold.

SEI Investments first reported a position in USMC in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 8 funds tracked by Wall St. Rank hold USMC as of Q3 2018.

  • SEI Investments reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 343 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2018, an estimated $9K.
  • SEI Investments first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018 and held it in 2 quarters.
  • SEI Investments's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $9K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2018.

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