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Wealthfront’s SEI Investments SEIC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-745
Closed -$36K – 911
2015
Q3 		$36K Buy
745
+100
+16% +$5.09K ﹤0.01% 576
2015
Q2 		$32K Buy
645
+535
+486% +$25.2K ﹤0.01% 552
2015
Q1 		$5K Buy
110
+108
+5,400% +$4.53K ﹤0.01% 800
2014
Q4 		$0 Buy
+2
New +$77 ﹤0.01% 938

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Wealthfront's SEIC Position: Q4 2015 in Review

Wealthfront sold out of SEI Investments (SEIC) in Q4 2015, closing a stake of 745 shares — an estimated $36K sold.

Wealthfront first reported a position in SEIC in Q4 2014 and held it in 4 quarters. The position peaked at $36K in Q3 2015. 363 funds tracked by Wall St. Rank hold SEIC as of Q4 2015.

  • Wealthfront reported no remaining SEI Investments position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 745 SEI Investments shares in Q4 2015, an estimated $36K.
  • Wealthfront first reported a position in SEI Investments in Q4 2014 and held it in 4 quarters.
  • Wealthfront's SEI Investments position peaked at $36K in Q3 2015.
  • 363 funds tracked by Wall St. Rank held SEI Investments as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.