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Whitener Capital Management’s SEI Investments SEIC Stock Holding History

Whitener Capital Management’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
Q4 		– Sell
-252
Closed -$14K – 372
2019
Q3 		$14K Hold
252
– – 0.01% 331
2019
Q2 		$14K Hold
252
– – 0.01% 313
2019
Q1 		$13K Buy
+252
New +$12.6K 0.01% 314

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
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

Whitener Capital Management's SEIC Position: Q4 2019 in Review

Whitener Capital Management sold out of SEI Investments (SEIC) in Q4 2019, closing a stake of 252 shares — an estimated $14K sold.

Whitener Capital Management first reported a position in SEIC in Q1 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 440 funds tracked by Wall St. Rank hold SEIC as of Q4 2019.

  • Whitener Capital Management reported no remaining SEI Investments position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 252 SEI Investments shares in Q4 2019, an estimated $14K.
  • Whitener Capital Management first reported a position in SEI Investments in Q1 2019 and held it in 3 quarters.
  • Whitener Capital Management's SEI Investments position peaked at $14K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held SEI Investments as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.