Capital Advisors Ltd’s Seven Hills Realty Trust SEVN Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-5,634	Closed	-$105K	–	467
2019 Q1	$105K	Buy	+5,634	New	+$98.8K	0.03%	211
2018 Q1	–	Sell	-14,880	Closed	-$284K	–	397
2017 Q4	$284K	Buy	14,880 +7,534	+103%	+$147K	0.09%	102
2017 Q3	$142K	Buy	7,346 +1,622	+28%	+$33.1K	0.05%	140
2017 Q2	$120K	Hold	5,724	–	–	0.04%	155
2017 Q1	$116K	Hold	5,724	–	–	0.04%	149
2016 Q4	$113K	Hold	5,724	–	–	0.05%	148
2016 Q3	$120K	Hold	5,724	–	–	0.05%	139
2016 Q2	$118K	Hold	5,724	–	–	0.06%	137
2016 Q1	$106K	Hold	5,724	–	–	0.05%	139
2015 Q4	$106K	Hold	5,724	–	–	0.06%	134
2015 Q3	$99K	Buy	+5,724	New	+$103K	0.05%	136

Other funds holding SEVN

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TJHA

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Capital Advisors Ltd's SEVN Position: Q2 2019 in Review

Capital Advisors Ltd sold out of Seven Hills Realty Trust (SEVN) in Q2 2019, closing a stake of 5,634 shares — an estimated $105K sold.

Capital Advisors Ltd first reported a position in SEVN in Q3 2015 and held it in 11 quarters. The position peaked at $284K in Q4 2017. 36 funds tracked by Wall St. Rank hold SEVN as of Q2 2019.

Capital Advisors Ltd reported no remaining Seven Hills Realty Trust position as of Q2 2019 after selling out during the quarter.
Capital Advisors Ltd sold 5,634 Seven Hills Realty Trust shares in Q2 2019, an estimated $105K.
Capital Advisors Ltd first reported a position in Seven Hills Realty Trust in Q3 2015 and held it in 11 quarters.
Capital Advisors Ltd's Seven Hills Realty Trust position peaked at $284K in Q4 2017.
36 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2019.

Based on Capital Advisors Ltd's 13F filing for Q2 2019, filed 31 Jul 2019.