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Wealthspire Advisors (Maryland)’s SEI Investments SEIC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,010
Closed -$157K – 1726
2019
Q1 		$157K Sell
3,010
-263
-8% -$13.2K 0.01% 495
2018
Q4 		$151K Sell
3,273
-712
-18% -$37.5K 0.01% 473
2018
Q3 		$243K Sell
3,985
-206
-5% -$12.8K 0.02% 410
2018
Q2 		$262K Sell
4,191
-28
-0.7% -$1.86K 0.02% 395
2018
Q1 		$316K Sell
4,219
-795
-16% -$59.2K 0.03% 348
2017
Q4 		$360K Sell
5,014
-342
-6% -$22.9K 0.04% 330
2017
Q3 		$327K Buy
5,356
+21
+0.4% +$1.19K 0.04% 340
2017
Q2 		$287K Sell
5,335
-148
-3% -$7.63K 0.03% 351
2017
Q1 		$277K Sell
5,483
-847
-13% -$42.8K 0.04% 302
2016
Q4 		$312K Buy
6,330
+276
+5% +$12.9K 0.05% 262
2016
Q3 		$276K Buy
6,054
+20
+0.3% +$938 0.04% 296
2016
Q2 		$290K Sell
6,034
-54
-0.9% -$2.6K 0.05% 261
2016
Q1 		$262K Sell
6,088
-489
-7% -$20.1K 0.05% 285
2015
Q4 		$345K Buy
+6,577
New +$342K 0.06% 227

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SEIC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SEI Investments (SEIC) in Q2 2019, closing a stake of 3,010 shares — an estimated $157K sold.

Wealthspire Advisors (Maryland) first reported a position in SEIC in Q4 2015 and held it in 14 quarters. The position peaked at $360K in Q4 2017. 407 funds tracked by Wall St. Rank hold SEIC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SEI Investments position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,010 SEI Investments shares in Q2 2019, an estimated $157K.
  • Wealthspire Advisors (Maryland) first reported a position in SEI Investments in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SEI Investments position peaked at $360K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held SEI Investments as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.