Willingdon Wealth Management’s SEI Investments SEIC Stock Holding History

Willingdon Wealth Management’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell
2019 Q3	$2K	Buy
2019 Q1	–	Sell
2018 Q4	$15K	Sell
2018 Q3	$29K	Hold
2018 Q2	$30K	Sell
2018 Q1	$40K	Sell
2017 Q4	$59K	Sell
2017 Q3	$55K	Buy