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Sowell Financial Services’s SEI Investments SEIC Stock Holding History

Sowell Financial Services’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
-177
Closed -$12K – 2660
2019
Q4 		$12K Hold
177
– – ﹤0.01% 1634
2019
Q3 		$10K Buy
+177
New +$10.2K ﹤0.01% 1535

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sowell Financial Services's SEIC Position: Q1 2020 in Review

Sowell Financial Services sold out of SEI Investments (SEIC) in Q1 2020, closing a stake of 177 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in SEIC in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 415 funds tracked by Wall St. Rank hold SEIC as of Q1 2020.

  • Sowell Financial Services reported no remaining SEI Investments position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 177 SEI Investments shares in Q1 2020, an estimated $12K.
  • Sowell Financial Services first reported a position in SEI Investments in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's SEI Investments position peaked at $12K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held SEI Investments as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.