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Trust Company of Toledo’s SEI Investments SEIC Stock Holding History

Trust Company of Toledo’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
-6,900
Closed -$240K – 186
2013
Q4 		$240K Hold
6,900
– – 0.08% 171
2013
Q3 		$213K Buy
+6,900
New +$213K 0.08% 173

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BIT
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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

Trust Company of Toledo's SEIC Position: Q1 2014 in Review

Trust Company of Toledo sold out of SEI Investments (SEIC) in Q1 2014, closing a stake of 6,900 shares — an estimated $240K sold.

Trust Company of Toledo first reported a position in SEIC in Q3 2013 and held it in 2 quarters. The position peaked at $240K in Q4 2013. 303 funds tracked by Wall St. Rank hold SEIC as of Q1 2014.

  • Trust Company of Toledo reported no remaining SEI Investments position as of Q1 2014 after selling out during the quarter.
  • Trust Company of Toledo sold 6,900 SEI Investments shares in Q1 2014, an estimated $240K.
  • Trust Company of Toledo first reported a position in SEI Investments in Q3 2013 and held it in 2 quarters.
  • Trust Company of Toledo's SEI Investments position peaked at $240K in Q4 2013.
  • 303 funds tracked by Wall St. Rank held SEI Investments as of Q1 2014.

Based on Trust Company of Toledo's 13F filing for Q1 2014, filed 8 Apr 2014.