KLI
SEVN

Kelman-Lazarov Inc’s Seven Hills Realty Trust SEVN Stock Holding History

Kelman-Lazarov Inc’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
-156
Closed -$3.18K – 351
2016
Q3 		$3.18K Hold
156
– – ﹤0.01% 329
2016
Q2 		$3.23K Sell
156
-260
-63% -$4.95K ﹤0.01% 317
2016
Q1 		$8K Buy
+416
New +$7.15K ﹤0.01% 296

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

Kelman-Lazarov Inc's SEVN Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Seven Hills Realty Trust (SEVN) in Q4 2016, closing a stake of 156 shares — an estimated $3.18K sold.

Kelman-Lazarov Inc first reported a position in SEVN in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q1 2016. 34 funds tracked by Wall St. Rank hold SEVN as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Seven Hills Realty Trust position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 156 Seven Hills Realty Trust shares in Q4 2016, an estimated $3.18K.
  • Kelman-Lazarov Inc first reported a position in Seven Hills Realty Trust in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Seven Hills Realty Trust position peaked at $8K in Q1 2016.
  • 34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.