Proficio Capital Partners’s Seven Hills Realty Trust SEVN Stock Holding History

Proficio Capital Partners’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
2020 Q4	–	Sell	-84,469	Closed	-$765K	–	190
2020 Q3	$765K	Sell	84,469 -3,358	-4%	-$35.6K	0.14%	78
2020 Q2	$1.02M	Hold	87,827	–	–	0.21%	59
2020 Q1	$890K	Buy	87,827 +16,963	+24%	+$307K	0.22%	62
2019 Q4	$1.43M	Hold	70,864	–	–	0.41%	48
2019 Q3	$1.45M	Sell	70,864 -125	-0.2%	-$2.42K	0.54%	40
2019 Q2	$1.3M	Buy	70,989 +2,290	+3%	+$42.6K	0.45%	46
2019 Q1	$1.28M	Sell	68,699 -275	-0.4%	-$4.83K	0.46%	45
2018 Q4	$1.04M	Buy	68,974 +1,385	+2%	+$23.5K	0.46%	49
2018 Q3	$1.22M	Buy	+67,589	New	+$1.25M	0.4%	45

Other funds holding SEVN

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

TJHA

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Proficio Capital Partners's SEVN Position: Q4 2020 in Review

Proficio Capital Partners sold out of Seven Hills Realty Trust (SEVN) in Q4 2020, closing a stake of 84,469 shares — an estimated $765K sold.

Proficio Capital Partners first reported a position in SEVN in Q3 2018 and held it in 9 quarters. The position peaked at $1.45M in Q3 2019. 33 funds tracked by Wall St. Rank hold SEVN as of Q4 2020.

Proficio Capital Partners reported no remaining Seven Hills Realty Trust position as of Q4 2020 after selling out during the quarter.
Proficio Capital Partners sold 84,469 Seven Hills Realty Trust shares in Q4 2020, an estimated $765K.
Proficio Capital Partners first reported a position in Seven Hills Realty Trust in Q3 2018 and held it in 9 quarters.
Proficio Capital Partners's Seven Hills Realty Trust position peaked at $1.45M in Q3 2019.
33 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2020.

Based on Proficio Capital Partners's 13F filing for Q4 2020, filed 11 Feb 2021.