FAM
SEVN

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

Formidable 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
2015
Q4 		– Sell
-623
Closed -$10K – 599
2015
Q3 		$10K Buy
+623
New +$11.2K 0.01% 414

Other funds holding SEVN

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Formidable Asset Management's SEVN Position: Q4 2015 in Review

Formidable Asset Management sold out of Seven Hills Realty Trust (SEVN) in Q4 2015, closing a stake of 623 shares — an estimated $10K sold.

Formidable Asset Management first reported a position in SEVN in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 29 funds tracked by Wall St. Rank hold SEVN as of Q4 2015.

  • Formidable Asset Management reported no remaining Seven Hills Realty Trust position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 623 Seven Hills Realty Trust shares in Q4 2015, an estimated $10K.
  • Formidable Asset Management first reported a position in Seven Hills Realty Trust in Q3 2015 and held it in 1 quarter.
  • Formidable Asset Management's Seven Hills Realty Trust position peaked at $10K in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.