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WFG Advisors’s SEI Investments SEIC Stock Holding History

WFG Advisors’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
2017
Q2 		$3K Buy
+54
New +$2.78K ﹤0.01% 1377
2017
Q1 		– Sell
-55
Closed -$3K – 1645
2016
Q4 		$3K Buy
+55
New +$2.57K ﹤0.01% 1369
2015
Q1 		– Sell
-171
Closed -$7K – 2041
2014
Q4 		$7K Hold
171
– – ﹤0.01% 1571
2014
Q3 		$6K Hold
171
– – ﹤0.01% 1626
2014
Q2 		$6K Hold
171
– – ﹤0.01% 1620
2014
Q1 		$6K Buy
171
+1
+0.6% +$34 ﹤0.01% 1596
2013
Q4 		$6K Hold
170
– – ﹤0.01% 1720
2013
Q3 		$5K Hold
170
– – ﹤0.01% 1747
2013
Q2 		$5K Buy
+170
New +$4.93K ﹤0.01% 1674

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return