DA
SEVN

Doliver Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

Doliver 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
2020
Q4 		– Sell
-65,164
Closed -$590K – 164
2020
Q3 		$590K Buy
65,164
+16,397
+34% +$174K 0.3% 63
2020
Q2 		$569K Buy
48,767
+3,105
+7% +$34.4K 0.25% 59
2020
Q1 		$479K Buy
45,662
+31,276
+217% +$566K 0.24% 59
2019
Q4 		$291K Buy
14,386
+3,666
+34% +$74.3K 0.12% 83
2019
Q3 		$218K Sell
10,720
-2,381
-18% -$46.2K 0.09% 98
2019
Q2 		$240K Buy
13,101
+1,286
+11% +$23.9K 0.09% 98
2019
Q1 		$221K Buy
+11,815
New +$207K 0.09% 91
2018
Q4 		– Sell
-38,579
Closed -$694K – 205
2018
Q3 		$694K Sell
38,579
-50
-0.1% -$924 0.29% 46
2018
Q2 		$707K Buy
38,629
+13,459
+53% +$233K 0.3% 53
2018
Q1 		$420K Buy
+25,170
New +$433K 0.18% 96
2017
Q3 		– Sell
-39,451
Closed -$830K – 300
2017
Q2 		$830K Buy
39,451
+837
+2% +$17.2K 0.4% 52
2017
Q1 		$780K Sell
38,614
-6,751
-15% -$136K 0.61% 52
2016
Q4 		$893K Sell
45,365
-8,990
-17% -$174K 0.76% 37
2016
Q3 		$1.14M Sell
54,355
-6,594
-11% -$140K 0.96% 37
2016
Q2 		$1.26M Buy
60,949
+12,804
+27% +$244K 1.07% 28
2016
Q1 		$894K Buy
48,145
+31,079
+182% +$534K 0.79% 50
2015
Q4 		$317K Sell
17,066
-1,565
-8% -$28.3K 0.25% 91
2015
Q3 		$324K Sell
18,631
-53,661
-74% -$965K 0.24% 117
2015
Q2 		$1.29M Buy
72,292
+4,309
+6% +$83.5K 0.86% 24
2015
Q1 		$1.38M Buy
67,983
+18,719
+38% +$388K 0.89% 25
2014
Q4 		$987K Buy
49,264
+140
+0.3% +$2.73K 0.69% 48
2014
Q3 		$889K Buy
+49,124
New +$936K 0.61% 36
2014
Q2 		– Sell
-47,438
Closed -$847K – 266
2014
Q1 		$847K Buy
47,438
+22,379
+89% +$385K 0.56% 60
2013
Q4 		$408K Sell
25,059
-8,643
-26% -$145K 0.26% 151
2013
Q3 		$560K Buy
+33,702
New +$603K 0.34% 103

Other funds holding SEVN

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Doliver Advisors's SEVN Position: Q4 2020 in Review

Doliver Advisors sold out of Seven Hills Realty Trust (SEVN) in Q4 2020, closing a stake of 65,164 shares — an estimated $590K sold.

Doliver Advisors first reported a position in SEVN in Q3 2013 and held it in 25 quarters. The position peaked at $1.38M in Q1 2015. 33 funds tracked by Wall St. Rank hold SEVN as of Q4 2020.

  • Doliver Advisors reported no remaining Seven Hills Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Doliver Advisors sold 65,164 Seven Hills Realty Trust shares in Q4 2020, an estimated $590K.
  • Doliver Advisors first reported a position in Seven Hills Realty Trust in Q3 2013 and held it in 25 quarters.
  • Doliver Advisors's Seven Hills Realty Trust position peaked at $1.38M in Q1 2015.
  • 33 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.