Envestnet Asset Management
SEVN

Envestnet Asset Management’s Seven Hills Realty Trust SEVN Stock Holding History

Envestnet Asset 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
-21,938
Closed -$443K – 3121
2019
Q4 		$443K Buy
21,938
+3,908
+22% +$79.2K ﹤0.01% 2519
2019
Q3 		$368K Buy
18,030
+1,979
+12% +$38.4K ﹤0.01% 2538
2019
Q2 		$294K Buy
16,051
+1,598
+11% +$29.7K ﹤0.01% 2683
2019
Q1 		$270K Buy
14,453
+325
+2% +$5.7K ﹤0.01% 2657
2018
Q4 		$213K Buy
+14,128
New +$240K ﹤0.01% 2657

Other funds holding SEVN

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Royal Bank of Canada
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
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Envestnet Asset Management's SEVN Position: Q1 2020 in Review

Envestnet Asset Management sold out of Seven Hills Realty Trust (SEVN) in Q1 2020, closing a stake of 21,938 shares — an estimated $443K sold.

Envestnet Asset Management first reported a position in SEVN in Q4 2018 and held it in 5 quarters. The position peaked at $443K in Q4 2019. 38 funds tracked by Wall St. Rank hold SEVN as of Q1 2020.

  • Envestnet Asset Management reported no remaining Seven Hills Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 21,938 Seven Hills Realty Trust shares in Q1 2020, an estimated $443K.
  • Envestnet Asset Management first reported a position in Seven Hills Realty Trust in Q4 2018 and held it in 5 quarters.
  • Envestnet Asset Management's Seven Hills Realty Trust position peaked at $443K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.