B. Riley Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

B. Riley Wealth Advisors’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
2015 Q1	–	Sell	-1,778	Closed	-$36	–	1740
2014 Q4	$36	Buy	+1,778	New	+$34.7K	﹤0.01%	2270
2014 Q3	–	Sell	-2,343	Closed	-$44.4K	–	1678
2014 Q2	$44.4K	Buy	+2,343	New	+$43.4K	0.01%	1084
2014 Q1	–	Sell	-10,359	Closed	-$169K	–	790
2013 Q4	$169K	Sell	10,359 -7,234	-41%	-$121K	0.05%	399
2013 Q3	$292K	Sell	17,593 -14,588	-45%	-$261K	0.1%	231
2013 Q2	$626K	Buy	+32,181	New	+$659K	0.21%	114

Other funds holding SEVN

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's SEVN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Seven Hills Realty Trust (SEVN) in Q1 2015, closing a stake of 1,778 shares — an estimated $36 sold.

B. Riley Wealth Advisors first reported a position in SEVN in Q2 2013 and held it in 5 quarters. The position peaked at $626K in Q2 2013. 28 funds tracked by Wall St. Rank hold SEVN as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Seven Hills Realty Trust position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,778 Seven Hills Realty Trust shares in Q1 2015, an estimated $36.
B. Riley Wealth Advisors first reported a position in Seven Hills Realty Trust in Q2 2013 and held it in 5 quarters.
B. Riley Wealth Advisors's Seven Hills Realty Trust position peaked at $626K in Q2 2013.
28 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.