GWS
SEVN

Glassman Wealth Services’s Seven Hills Realty Trust SEVN Stock Holding History

Glassman Wealth 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
2018
Q2 		– Sell
-2,500
Closed -$42K – 936
2018
Q1 		$42K Buy
+2,500
New +$43K 0.03% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Glassman Wealth Services's SEVN Position: Q2 2018 in Review

Glassman Wealth Services sold out of Seven Hills Realty Trust (SEVN) in Q2 2018, closing a stake of 2,500 shares — an estimated $42K sold.

Glassman Wealth Services first reported a position in SEVN in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 35 funds tracked by Wall St. Rank hold SEVN as of Q2 2018.

  • Glassman Wealth Services reported no remaining Seven Hills Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 2,500 Seven Hills Realty Trust shares in Q2 2018, an estimated $42K.
  • Glassman Wealth Services first reported a position in Seven Hills Realty Trust in Q1 2018 and held it in 1 quarter.
  • Glassman Wealth Services's Seven Hills Realty Trust position peaked at $42K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.