SWITC
SEVN

Stewart West Indies Trading Company’s Seven Hills Realty Trust SEVN Stock Holding History

Stewart West Indies Trading Company’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
2014
Q1 		– Sell
-77,232
Closed -$1.26M – 56
2013
Q4 		$1.26M Hold
77,232
– – 0.14% 40
2013
Q3 		$1.29M Hold
77,232
– – 0.15% 39
2013
Q2 		$1.5M Buy
+77,232
New +$1.58M 0.17% 36

Other funds holding SEVN

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Stewart West Indies Trading Company's SEVN Position: Q1 2014 in Review

Stewart West Indies Trading Company sold out of Seven Hills Realty Trust (SEVN) in Q1 2014, closing a stake of 77,232 shares — an estimated $1.26M sold.

Stewart West Indies Trading Company first reported a position in SEVN in Q2 2013 and held it in 3 quarters. The position peaked at $1.5M in Q2 2013. 22 funds tracked by Wall St. Rank hold SEVN as of Q1 2014.

  • Stewart West Indies Trading Company reported no remaining Seven Hills Realty Trust position as of Q1 2014 after selling out during the quarter.
  • Stewart West Indies Trading Company sold 77,232 Seven Hills Realty Trust shares in Q1 2014, an estimated $1.26M.
  • Stewart West Indies Trading Company first reported a position in Seven Hills Realty Trust in Q2 2013 and held it in 3 quarters.
  • Stewart West Indies Trading Company's Seven Hills Realty Trust position peaked at $1.5M in Q2 2013.
  • 22 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2014.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2014, filed 15 May 2014.