WFG Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$3K Buy
2017
Q1
Sell
2016
Q4
$3K Buy
2015
Q1
Sell
2014
Q4
$7K Hold
2014
Q3
$6K Hold
2014
Q2
$6K Hold
2014
Q1
$6K Buy
2013
Q4
$6K Hold
2013
Q3
$5K Hold
2013
Q2
$5K Buy