SWM
SEVN

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

Selective 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
2020
Q2 		– Sell
-1,294
Closed -$13K – 429
2020
Q1 		$13K Buy
+1,294
New +$23.4K 0.02% 140

Other funds holding SEVN

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Selective Wealth Management's SEVN Position: Q2 2020 in Review

Selective Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q2 2020, closing a stake of 1,294 shares — an estimated $13K sold.

Selective Wealth Management first reported a position in SEVN in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 38 funds tracked by Wall St. Rank hold SEVN as of Q2 2020.

  • Selective Wealth Management reported no remaining Seven Hills Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Selective Wealth Management sold 1,294 Seven Hills Realty Trust shares in Q2 2020, an estimated $13K.
  • Selective Wealth Management first reported a position in Seven Hills Realty Trust in Q1 2020 and held it in 1 quarter.
  • Selective Wealth Management's Seven Hills Realty Trust position peaked at $13K in Q1 2020.
  • 38 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2020.

Based on Selective Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.