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Stratos Wealth Partners’s SEI Investments SEIC Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-226
Closed -$14K – 2205
2018
Q3 		$14K Buy
+226
New +$14K ﹤0.01% 2038
2018
Q2 		– Sell
-253
Closed -$19K – 2287
2018
Q1 		$19K Hold
253
– – ﹤0.01% 2037
2017
Q4 		$18K Buy
+253
New +$16.9K ﹤0.01% 1950

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Stratos Wealth Partners's SEIC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of SEI Investments (SEIC) in Q4 2018, closing a stake of 226 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in SEIC in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2018. 405 funds tracked by Wall St. Rank hold SEIC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining SEI Investments position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 226 SEI Investments shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in SEI Investments in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's SEI Investments position peaked at $19K in Q1 2018.
  • 405 funds tracked by Wall St. Rank held SEI Investments as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.