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SEI Tax Exempt Tr Tax Advantaged A
Q2 2016 vs Q2 2017
Comparing institutional holders between quarters
Quarters
Q2 2017
Q2 2016
Q4 2015
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q2 2017 shares — high to low
Q2 2017 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2017 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
MassMutual Private Wealth & Trust, FSB
NEW
Shares
1
Change
+1
Value
$8
Filed 2017-08-14
WealthPLAN Partners, LLC
CLOSED
Shares
0
from 7,018
Change
-7,018
(-100%)
Value
$0
(-$74.9K)
Filed 2017-08-11
Institution
Status
Q2 2017 ↓
Q2 2016
Change
% Change
Q2 2016 Value
Q2 2017 Value
Value Change
Filed
MassMutual Private Wealth & Trust, FSB
NEW
1
—
+1
—
—
$8
—
2017-08-14
WealthPLAN Partners, LLC
CLOSED
0
7,018
-7,018
-100%
$74.9K
$0
-$74.9K
2017-08-11
Showing 2 of 2 institutions