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Winfield Associates’s SEI Investments SEIC Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-10
Closed -$1K – 551
2017
Q4 		$1K Hold
10
– – ﹤0.01% 783
2017
Q3 		$1K Hold
10
– – ﹤0.01% 718
2017
Q2 		$1K Hold
10
– – ﹤0.01% 811
2017
Q1 		$1K Hold
10
– – ﹤0.01% 697
2016
Q4 		$0 Hold
10
– – ﹤0.01% 771
2016
Q3 		$0 Sell
10
-15
-60% -$703 ﹤0.01% 727
2016
Q2 		$1K Buy
25
+15
+150% +$722 ﹤0.01% 640
2016
Q1 		$0 Buy
+10
New +$410 ﹤0.01% 708

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winfield Associates's SEIC Position: Q1 2018 in Review

Winfield Associates sold out of SEI Investments (SEIC) in Q1 2018, closing a stake of 10 shares — an estimated $1K sold.

Winfield Associates first reported a position in SEIC in Q1 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2017. 429 funds tracked by Wall St. Rank hold SEIC as of Q1 2018.

  • Winfield Associates reported no remaining SEI Investments position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 10 SEI Investments shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in SEI Investments in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's SEI Investments position peaked at $1K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held SEI Investments as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.