TRUE Private Wealth Advisors’s SEI Investments SEIC Stock Holding History

TRUE Private Wealth Advisors’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
2019 Q3	–	Sell	-36	Closed	-$2K	–	621
2019 Q2	$2K	Buy	+36	New	+$1.94K	﹤0.01%	727
2018 Q4	–	Sell	-236	Closed	-$14.4K	–	788
2018 Q3	$14.4K	Buy	+236	New	+$14.6K	﹤0.01%	669

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TRUE Private Wealth Advisors's SEIC Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of SEI Investments (SEIC) in Q3 2019, closing a stake of 36 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in SEIC in Q3 2018 and held it in 2 quarters. The position peaked at $14.4K in Q3 2018. 420 funds tracked by Wall St. Rank hold SEIC as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining SEI Investments position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 36 SEI Investments shares in Q3 2019, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in SEI Investments in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's SEI Investments position peaked at $14.4K in Q3 2018.
420 funds tracked by Wall St. Rank held SEI Investments as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.