Stifel Trust’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $181K | Sell |
5,000
-2,000
| -29% | -$72.4K | 0.03% | 186 |
|
|
2014
Q2 | $230K | Hold |
7,000
| – | – | 0.04% | 171 |
|
|
2014
Q1 | $236K | Hold |
7,000
| – | – | 0.04% | 169 |
|
|
2013
Q4 | $244K | Hold |
7,000
| – | – | 0.05% | 169 |
|
|
2013
Q3 | $217K | Hold |
7,000
| – | – | 0.04% | 173 |
|
|
2013
Q2 | $200K | Buy |
+7,000
| New | +$200K | 0.04% | 172 |
|