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Sumit Capital’s SEI Investments SEIC Stock Holding History

Sumit Capital’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
2014
Q1 		– Sell
-9,328
Closed -$324K – 190
2013
Q4 		$324K Buy
+9,328
New +$310K 0.58% 61

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sumit Capital's SEIC Position: Q1 2014 in Review

Sumit Capital sold out of SEI Investments (SEIC) in Q1 2014, closing a stake of 9,328 shares — an estimated $324K sold.

Sumit Capital first reported a position in SEIC in Q4 2013 and held it in 1 quarter. The position peaked at $324K in Q4 2013. 303 funds tracked by Wall St. Rank hold SEIC as of Q1 2014.

  • Sumit Capital reported no remaining SEI Investments position as of Q1 2014 after selling out during the quarter.
  • Sumit Capital sold 9,328 SEI Investments shares in Q1 2014, an estimated $324K.
  • Sumit Capital first reported a position in SEI Investments in Q4 2013 and held it in 1 quarter.
  • Sumit Capital's SEI Investments position peaked at $324K in Q4 2013.
  • 303 funds tracked by Wall St. Rank held SEI Investments as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.