Point View Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Point View Wealth Management’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 Q4	–	Sell	-10,552	Closed	-$183K	–	222
2015 Q3	$183K	Buy	+10,552	New	+$190K	0.15%	176
2015 Q2	–	Sell	-10,999	Closed	-$223K	–	208
2015 Q1	$223K	Sell	10,999 -512	-4%	-$10.6K	0.17%	165
2014 Q4	$231K	Buy	11,511 +650	+6%	+$12.7K	0.17%	157
2014 Q3	$197K	Buy	+10,861	New	+$207K	0.17%	170

Other funds holding SEVN

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point View Wealth Management's SEVN Position: Q4 2015 in Review

Point View Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q4 2015, closing a stake of 10,552 shares — an estimated $183K sold.

Point View Wealth Management first reported a position in SEVN in Q3 2014 and held it in 4 quarters. The position peaked at $231K in Q4 2014. 29 funds tracked by Wall St. Rank hold SEVN as of Q4 2015.

Point View Wealth Management reported no remaining Seven Hills Realty Trust position as of Q4 2015 after selling out during the quarter.
Point View Wealth Management sold 10,552 Seven Hills Realty Trust shares in Q4 2015, an estimated $183K.
Point View Wealth Management first reported a position in Seven Hills Realty Trust in Q3 2014 and held it in 4 quarters.
Point View Wealth Management's Seven Hills Realty Trust position peaked at $231K in Q4 2014.
29 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2015.

Based on Point View Wealth Management's 13F filing for Q4 2015, filed 5 Feb 2016.