Shaker Financial Services’s Seven Hills Realty Trust SEVN Stock Holding History

Shaker Financial Services’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 Q1	–	Sell	-23,884	Closed	-$482K	–	185
2019 Q4	$482K	Buy	+23,884	New	+$484K	0.22%	96
2018 Q4	–	Sell	-14,156	Closed	-$255K	–	151
2018 Q3	$255K	Buy	+14,156	New	+$262K	0.12%	107
2018 Q1	–	Sell	-14,981	Closed	-$286K	–	131
2017 Q4	$286K	Sell	14,981 -13,292	-47%	-$258K	0.14%	107
2017 Q3	$546K	Buy	+28,273	New	+$578K	0.29%	77
2016 Q4	–	Sell	-22,802	Closed	-$477K	–	131
2016 Q3	$477K	Sell	22,802 -231	-1%	-$4.89K	0.31%	80
2016 Q2	$475K	Buy	23,033 +4,676	+25%	+$89K	0.33%	77
2016 Q1	$341K	Buy	+18,357	New	+$316K	0.25%	65
2015 Q3	–	Sell	-30,579	Closed	-$546K	–	127
2015 Q2	$546K	Buy	30,579 +15,941	+109%	+$309K	0.34%	78
2015 Q1	$297K	Buy	+14,638	New	+$304K	0.18%	100

Other funds holding SEVN

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Shaker Financial Services's SEVN Position: Q1 2020 in Review

Shaker Financial Services sold out of Seven Hills Realty Trust (SEVN) in Q1 2020, closing a stake of 23,884 shares — an estimated $482K sold.

Shaker Financial Services first reported a position in SEVN in Q1 2015 and held it in 9 quarters. The position peaked at $546K in Q3 2017. 38 funds tracked by Wall St. Rank hold SEVN as of Q1 2020.

Shaker Financial Services reported no remaining Seven Hills Realty Trust position as of Q1 2020 after selling out during the quarter.
Shaker Financial Services sold 23,884 Seven Hills Realty Trust shares in Q1 2020, an estimated $482K.
Shaker Financial Services first reported a position in Seven Hills Realty Trust in Q1 2015 and held it in 9 quarters.
Shaker Financial Services's Seven Hills Realty Trust position peaked at $546K in Q3 2017.
38 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2020.

Based on Shaker Financial Services's 13F filing for Q1 2020, filed 1 May 2020.