SignatureFD’s Seven Hills Realty Trust SEVN Stock Holding History

SignatureFD’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
2016 Q4	–	Sell	-816	Closed	-$17K	–	1036
2016 Q3	$17K	Hold	816	–	–	﹤0.01%	872
2016 Q2	$17K	Hold	816	–	–	﹤0.01%	767
2016 Q1	$15K	Hold	816	–	–	﹤0.01%	748
2015 Q4	$15K	Hold	816	–	–	﹤0.01%	644
2015 Q3	$14K	Hold	816	–	–	﹤0.01%	612
2015 Q2	$15K	Hold	816	–	–	﹤0.01%	535
2015 Q1	$17K	Hold	816	–	–	﹤0.01%	454
2014 Q4	$16K	Buy	+816	New	+$15.9K	﹤0.01%	440

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

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

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

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

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

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

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

TJHA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SignatureFD's SEVN Position: Q4 2016 in Review

SignatureFD sold out of Seven Hills Realty Trust (SEVN) in Q4 2016, closing a stake of 816 shares — an estimated $17K sold.

SignatureFD first reported a position in SEVN in Q4 2014 and held it in 8 quarters. The position peaked at $17K in Q3 2016. 34 funds tracked by Wall St. Rank hold SEVN as of Q4 2016.

SignatureFD reported no remaining Seven Hills Realty Trust position as of Q4 2016 after selling out during the quarter.
SignatureFD sold 816 Seven Hills Realty Trust shares in Q4 2016, an estimated $17K.
SignatureFD first reported a position in Seven Hills Realty Trust in Q4 2014 and held it in 8 quarters.
SignatureFD's Seven Hills Realty Trust position peaked at $17K in Q3 2016.
34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2016.

Based on SignatureFD's 13F filing for Q4 2016, filed 14 Feb 2017.