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Simon Quick Advisors’s SEI Investments SEIC Stock Holding History

Simon Quick Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-104
Closed -$7K – 679
2019
Q4 		$7K Buy
104
+19
+22% +$1.18K ﹤0.01% 448
2019
Q3 		$5K Hold
85
– – ﹤0.01% 306
2019
Q2 		$4.77K Hold
85
– – ﹤0.01% 284
2019
Q1 		$4K Hold
85
– – ﹤0.01% 368
2018
Q4 		$4K Hold
85
– – ﹤0.01% 296
2018
Q3 		$5K Hold
85
– – ﹤0.01% 262
2018
Q2 		$5K Hold
85
– – ﹤0.01% 294
2018
Q1 		$6K Hold
85
– – ﹤0.01% 256
2017
Q4 		$6K Buy
+85
New +$5.69K ﹤0.01% 358

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simon Quick Advisors's SEIC Position: Q1 2020 in Review

Simon Quick Advisors sold out of SEI Investments (SEIC) in Q1 2020, closing a stake of 104 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in SEIC in Q4 2017 and held it in 9 quarters. The position peaked at $7K in Q4 2019. 415 funds tracked by Wall St. Rank hold SEIC as of Q1 2020.

  • Simon Quick Advisors reported no remaining SEI Investments position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 104 SEI Investments shares in Q1 2020, an estimated $7K.
  • Simon Quick Advisors first reported a position in SEI Investments in Q4 2017 and held it in 9 quarters.
  • Simon Quick Advisors's SEI Investments position peaked at $7K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held SEI Investments as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.