Commonwealth Equity Services
SEVN

Commonwealth Equity Services’s Seven Hills Realty Trust SEVN Stock Holding History

Commonwealth Equity Services’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
2017
Q4 		– Sell
-13,064
Closed -$252K – 2713
2017
Q3 		$252K Buy
+13,064
New +$267K ﹤0.01% 2100

Other funds holding SEVN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services's SEVN Position: Q4 2017 in Review

Commonwealth Equity Services sold out of Seven Hills Realty Trust (SEVN) in Q4 2017, closing a stake of 13,064 shares — an estimated $252K sold.

Commonwealth Equity Services first reported a position in SEVN in Q3 2017 and held it in 1 quarter. The position peaked at $252K in Q3 2017. 34 funds tracked by Wall St. Rank hold SEVN as of Q4 2017.

  • Commonwealth Equity Services reported no remaining Seven Hills Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,064 Seven Hills Realty Trust shares in Q4 2017, an estimated $252K.
  • Commonwealth Equity Services first reported a position in Seven Hills Realty Trust in Q3 2017 and held it in 1 quarter.
  • Commonwealth Equity Services's Seven Hills Realty Trust position peaked at $252K in Q3 2017.
  • 34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2017.

Based on Commonwealth Equity Services's 13F filing for Q4 2017, filed 12 Feb 2018.