WealthStone’s SEI Investments SEIC Stock Holding History

WealthStone’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	-9	Closed	-$504	–	506
2019 Q2	$504	Buy	+9	New	+$485	﹤0.01%	885

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's SEIC Position: Q3 2019 in Review

WealthStone sold out of SEI Investments (SEIC) in Q3 2019, closing a stake of 9 shares — an estimated $504 sold.

WealthStone first reported a position in SEIC in Q2 2019 and held it in 1 quarter. The position peaked at $504 in Q2 2019. 419 funds tracked by Wall St. Rank hold SEIC as of Q3 2019.

WealthStone reported no remaining SEI Investments position as of Q3 2019 after selling out during the quarter.
WealthStone sold 9 SEI Investments shares in Q3 2019, an estimated $504.
WealthStone first reported a position in SEI Investments in Q2 2019 and held it in 1 quarter.
WealthStone's SEI Investments position peaked at $504 in Q2 2019.
419 funds tracked by Wall St. Rank held SEI Investments as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.