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SEI Instl Managed Tr Large Cap Cl A
SEI Instl Managed Tr Large Cap Cl A. Institutional holdings reported to the SEC.
Institutional Holders (2015Q4)
Portfolio Summary: 2 Institutional holders with a total value of $153,190.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 2,343 28,190 18.40%
2 W.G. Shaheen & Associates DBA Whitney & Co 10,351 125,000 81.60%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.