JFA
SEVN

JNBA Financial Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-816
Closed -$17K – 1190
2016
Q3 		$17K Buy
+816
New +$17.3K ﹤0.01% 872

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JNBA Financial Advisors's SEVN Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Seven Hills Realty Trust (SEVN) in Q4 2016, closing a stake of 816 shares — an estimated $17K sold.

JNBA Financial Advisors first reported a position in SEVN in Q3 2016 and held it in 1 quarter. The position peaked at $17K in Q3 2016. 34 funds tracked by Wall St. Rank hold SEVN as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Seven Hills Realty Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 816 Seven Hills Realty Trust shares in Q4 2016, an estimated $17K.
  • JNBA Financial Advisors first reported a position in Seven Hills Realty Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Seven Hills Realty Trust position peaked at $17K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.