JMPWA
SEVN

JP Morgan Private Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-158,700
Closed – – 1566
2018
Q3 		$0 Buy
+158,700
New +$2.93M ﹤0.01% 1613

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SEVN Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Seven Hills Realty Trust (SEVN) in Q4 2018, closing a stake of 158,700 shares.

JP Morgan Private Wealth Advisors first reported a position in SEVN in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 33 funds tracked by Wall St. Rank hold SEVN as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Seven Hills Realty Trust position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 158,700 Seven Hills Realty Trust shares in Q4 2018.
  • JP Morgan Private Wealth Advisors first reported a position in Seven Hills Realty Trust in Q3 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Seven Hills Realty Trust position peaked at $0 in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.