Advisory Alpha’s Seven Hills Realty Trust SEVN Stock Holding History

Advisory Alpha’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
2018 Q4	–	Sell	-33,688	Closed	-$576K	–	150
2018 Q3	$576K	Buy	33,688 +11,886	+55%	+$220K	0.15%	88
2018 Q2	$397K	Buy	21,802 +3,655	+20%	+$63.2K	0.1%	101
2018 Q1	$316K	Buy	18,147 +7,908	+77%	+$136K	0.11%	85
2017 Q4	$178K	Buy	+10,239	New	+$199K	0.06%	95
2017 Q3	–	Sell	-61,570	Closed	-$1.3M	–	133
2017 Q2	$1.3M	Buy	+61,570	New	+$1.27M	0.38%	57

Other funds holding SEVN

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Advisory Alpha's SEVN Position: Q4 2018 in Review

Advisory Alpha sold out of Seven Hills Realty Trust (SEVN) in Q4 2018, closing a stake of 33,688 shares — an estimated $576K sold.

Advisory Alpha first reported a position in SEVN in Q2 2017 and held it in 5 quarters. The position peaked at $1.3M in Q2 2017. 33 funds tracked by Wall St. Rank hold SEVN as of Q4 2018.

Advisory Alpha reported no remaining Seven Hills Realty Trust position as of Q4 2018 after selling out during the quarter.
Advisory Alpha sold 33,688 Seven Hills Realty Trust shares in Q4 2018, an estimated $576K.
Advisory Alpha first reported a position in Seven Hills Realty Trust in Q2 2017 and held it in 5 quarters.
Advisory Alpha's Seven Hills Realty Trust position peaked at $1.3M in Q2 2017.
33 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2018.

Based on Advisory Alpha's 13F filing for Q4 2018, filed 13 Feb 2019.