Genovese Burford & Brothers Wealth & Retirement Plan Management’s Seven Hills Realty Trust SEVN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-982	Closed	-$18K	–	320
2018 Q2	$18K	Hold	982	–	–	0.01%	262
2018 Q1	$16K	Hold	982	–	–	0.01%	279
2017 Q4	$18K	Hold	982	–	–	0.05%	152
2017 Q3	$18K	Sell	982 -38	-4%	-$776	0.01%	240
2017 Q2	$21K	Hold	1,020	–	–	0.01%	218
2017 Q1	$21K	Hold	1,020	–	–	0.01%	232
2016 Q4	$21K	Buy	+1,020	New	+$19.7K	0.01%	244

Other funds holding SEVN

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SEVN Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Seven Hills Realty Trust (SEVN) in Q3 2018, closing a stake of 982 shares — an estimated $18K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SEVN in Q4 2016 and held it in 7 quarters. The position peaked at $21K in Q2 2017. 37 funds tracked by Wall St. Rank hold SEVN as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Seven Hills Realty Trust position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 982 Seven Hills Realty Trust shares in Q3 2018, an estimated $18K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Seven Hills Realty Trust in Q4 2016 and held it in 7 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Seven Hills Realty Trust position peaked at $21K in Q2 2017.
37 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.