Advisor Group’s Seven Hills Realty Trust SEVN Stock Holding History

Advisor Group’s Portfolio SEVN Stock Details SEVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-100	Closed	-$2K	–	5434
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	5000
2019 Q2	$2K	Buy	+100	New	+$1.86K	﹤0.01%	5001
2018 Q4	–	Sell	-640	Closed	-$12K	–	5215
2018 Q3	$12K	Hold	640	–	–	﹤0.01%	4195
2018 Q2	$12K	Hold	640	–	–	﹤0.01%	3997
2018 Q1	$11K	Sell	640 -170	-21%	-$2.92K	﹤0.01%	4023
2017 Q4	$15K	Hold	810	–	–	﹤0.01%	3860
2017 Q3	$16K	Sell	810 -32	-4%	-$654	﹤0.01%	3700
2017 Q2	$18K	Hold	842	–	–	﹤0.01%	3568
2017 Q1	$17K	Hold	842	–	–	﹤0.01%	3468
2016 Q4	$17K	Hold	842	–	–	﹤0.01%	3320
2016 Q3	$18K	Sell	842 -1,319	-61%	-$27.9K	﹤0.01%	3221
2016 Q2	$43K	Buy	+2,161	New	+$41.1K	﹤0.01%	2541

Other funds holding SEVN

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Advisor Group's SEVN Position: Q4 2019 in Review

Advisor Group sold out of Seven Hills Realty Trust (SEVN) in Q4 2019, closing a stake of 100 shares — an estimated $2K sold.

Advisor Group first reported a position in SEVN in Q2 2016 and held it in 12 quarters. The position peaked at $43K in Q2 2016. 43 funds tracked by Wall St. Rank hold SEVN as of Q4 2019.

Advisor Group reported no remaining Seven Hills Realty Trust position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 100 Seven Hills Realty Trust shares in Q4 2019, an estimated $2K.
Advisor Group first reported a position in Seven Hills Realty Trust in Q2 2016 and held it in 12 quarters.
Advisor Group's Seven Hills Realty Trust position peaked at $43K in Q2 2016.
43 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.