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Woodard & Company Asset Management Group’s SEI Investments SEIC Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-1,700
Closed -$104K – 196
2018
Q3 		$104K Hold
1,700
– – 0.09% 67
2018
Q2 		$106K Hold
1,700
– – 0.1% 63
2018
Q1 		$127K Hold
1,700
– – 0.12% 57
2017
Q4 		$122K Buy
+1,700
New +$114K 0.11% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Woodard & Company Asset Management Group's SEIC Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of SEI Investments (SEIC) in Q4 2018, closing a stake of 1,700 shares — an estimated $104K sold.

Woodard & Company Asset Management Group first reported a position in SEIC in Q4 2017 and held it in 4 quarters. The position peaked at $127K in Q1 2018. 405 funds tracked by Wall St. Rank hold SEIC as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining SEI Investments position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,700 SEI Investments shares in Q4 2018, an estimated $104K.
  • Woodard & Company Asset Management Group first reported a position in SEI Investments in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's SEI Investments position peaked at $127K in Q1 2018.
  • 405 funds tracked by Wall St. Rank held SEI Investments as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.