Blue Bell Private Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Blue Bell Private Wealth Management’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
2020 Q1	–	Sell	-1,385	Closed	-$28K	–	211
2019 Q4	$28K	Sell	1,385 -1,131	-45%	-$22.9K	0.01%	129
2019 Q3	$51K	Sell	2,516 -377	-13%	-$7.32K	0.02%	102
2019 Q2	$53K	Hold	2,893	–	–	0.02%	103
2019 Q1	$54K	Hold	2,893	–	–	0.03%	105
2018 Q4	$44K	Sell	2,893 -1,897	-40%	-$32.2K	0.02%	108
2018 Q3	$86K	Sell	4,790 -377	-7%	-$6.97K	0.04%	95
2018 Q2	$95K	Sell	5,167 -1,205	-19%	-$20.8K	0.04%	90
2018 Q1	$106K	Hold	6,372	–	–	0.05%	92
2017 Q4	$121K	Sell	6,372 -377	-6%	-$7.33K	0.05%	92
2017 Q3	$130K	Buy	+6,749	New	+$138K	0.06%	89

Other funds holding SEVN

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

TJHA

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

Blue Bell Private Wealth Management's SEVN Position: Q1 2020 in Review

Blue Bell Private Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q1 2020, closing a stake of 1,385 shares — an estimated $28K sold.

Blue Bell Private Wealth Management first reported a position in SEVN in Q3 2017 and held it in 10 quarters. The position peaked at $130K in Q3 2017. 38 funds tracked by Wall St. Rank hold SEVN as of Q1 2020.

Blue Bell Private Wealth Management reported no remaining Seven Hills Realty Trust position as of Q1 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,385 Seven Hills Realty Trust shares in Q1 2020, an estimated $28K.
Blue Bell Private Wealth Management first reported a position in Seven Hills Realty Trust in Q3 2017 and held it in 10 quarters.
Blue Bell Private Wealth Management's Seven Hills Realty Trust position peaked at $130K in Q3 2017.
38 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.