Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.16% | 0.21% | Q2 2018 | Q4 2020 | 11 |
ALBION FINANCIAL GROUP /UT | 6 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2020 | 8 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
55I, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
This page lists all the filers that currently own SEI Tax Managed Large Cap Fund or have owned SEI Tax Managed Large Cap Fund in the past.