United Capital Financial Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-25,080
| Closed | -$1.14M | – | 1314 |
|
|
2016
Q3 | $1.14M | Hold |
25,080
| – | – | 0.01% | 738 |
|
|
2016
Q2 | $1.2M | Hold |
25,080
| – | – | 0.01% | 680 |
|
|
2016
Q1 | $1.08M | Buy |
25,080
+3,100
| +14% | +$133K | 0.01% | 682 |
|
|
2015
Q4 | $1.15M | Hold |
21,980
| – | – | 0.01% | 656 |
|
|
2015
Q3 | $1.06M | Hold |
21,980
| – | – | 0.01% | 676 |
|
|
2015
Q2 | $1.08M | Hold |
21,980
| – | – | 0.01% | 712 |
|
|
2015
Q1 | $1M | Sell |
21,980
-500
| -2% | -$22.8K | 0.01% | 719 |
|
|
2014
Q4 | $900K | Buy |
22,480
+3,600
| +19% | +$144K | 0.01% | 674 |
|
|
2014
Q3 | $683K | Buy |
18,880
+7,200
| +62% | +$260K | 0.01% | 705 |
|
|
2014
Q2 | $383K | Hold |
11,680
| – | – | 0.01% | 720 |
|
|
2014
Q1 | $393K | Buy |
+11,680
| New | +$393K | 0.01% | 700 |
|