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Stewart & Patten Company’s SEI Investments SEIC Stock Holding History

Stewart & Patten Company’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
2018
Q3 		– Sell
-3,200
Closed -$200K – 96
2018
Q2 		$200K Hold
3,200
– – 0.04% 93
2018
Q1 		$240K Hold
3,200
– – 0.05% 90
2017
Q4 		$230K Buy
+3,200
New +$214K 0.04% 97

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Vanguard Group
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ACM
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State Street
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Bank of America
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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stewart & Patten Company's SEIC Position: Q3 2018 in Review

Stewart & Patten Company sold out of SEI Investments (SEIC) in Q3 2018, closing a stake of 3,200 shares — an estimated $200K sold.

Stewart & Patten Company first reported a position in SEIC in Q4 2017 and held it in 3 quarters. The position peaked at $240K in Q1 2018. 417 funds tracked by Wall St. Rank hold SEIC as of Q3 2018.

  • Stewart & Patten Company reported no remaining SEI Investments position as of Q3 2018 after selling out during the quarter.
  • Stewart & Patten Company sold 3,200 SEI Investments shares in Q3 2018, an estimated $200K.
  • Stewart & Patten Company first reported a position in SEI Investments in Q4 2017 and held it in 3 quarters.
  • Stewart & Patten Company's SEI Investments position peaked at $240K in Q1 2018.
  • 417 funds tracked by Wall St. Rank held SEI Investments as of Q3 2018.

Based on Stewart & Patten Company's 13F filing for Q3 2018, filed 22 Oct 2018.