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Simply Money Advisors’s SEI Investments SEIC Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-110
Closed -$3K – 319
2013
Q2 		$3K Buy
+110
New +$3.19K ﹤0.01% 358

Other funds holding SEIC

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Simply Money Advisors's SEIC Position: Q3 2013 in Review

Simply Money Advisors sold out of SEI Investments (SEIC) in Q3 2013, closing a stake of 110 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in SEIC in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 285 funds tracked by Wall St. Rank hold SEIC as of Q3 2013.

  • Simply Money Advisors reported no remaining SEI Investments position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 110 SEI Investments shares in Q3 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in SEI Investments in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's SEI Investments position peaked at $3K in Q2 2013.
  • 285 funds tracked by Wall St. Rank held SEI Investments as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.