NPC
SEVN

National Planning Corporation’s Seven Hills Realty Trust SEVN Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-727
Closed -$15K – 1804
2014
Q4 		$15K Buy
+727
New +$14.2K ﹤0.01% 1857

Other funds holding SEVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Planning Corporation's SEVN Position: Q1 2015 in Review

National Planning Corporation sold out of Seven Hills Realty Trust (SEVN) in Q1 2015, closing a stake of 727 shares — an estimated $15K sold.

National Planning Corporation first reported a position in SEVN in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 28 funds tracked by Wall St. Rank hold SEVN as of Q1 2015.

  • National Planning Corporation reported no remaining Seven Hills Realty Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 727 Seven Hills Realty Trust shares in Q1 2015, an estimated $15K.
  • National Planning Corporation first reported a position in Seven Hills Realty Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Seven Hills Realty Trust position peaked at $15K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.