ZIG
SEVN

Zuckerman Investment Group’s Seven Hills Realty Trust SEVN Stock Holding History

Zuckerman Investment Group’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
2017
Q3 		– Sell
-14,229
Closed -$299K – 52
2017
Q2 		$299K Sell
14,229
-9,684
-40% -$200K 0.08% 46
2017
Q1 		$483K Sell
23,913
-7,023
-23% -$141K 0.12% 47
2016
Q4 		$609K Hold
30,936
– – 0.15% 41
2016
Q3 		$648K Buy
30,936
+3,210
+12% +$67.9K 0.17% 39
2016
Q2 		$571K Buy
+27,726
New +$527K 0.15% 35

Other funds holding SEVN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Zuckerman Investment Group's SEVN Position: Q3 2017 in Review

Zuckerman Investment Group sold out of Seven Hills Realty Trust (SEVN) in Q3 2017, closing a stake of 14,229 shares — an estimated $299K sold.

Zuckerman Investment Group first reported a position in SEVN in Q2 2016 and held it in 5 quarters. The position peaked at $648K in Q3 2016. 32 funds tracked by Wall St. Rank hold SEVN as of Q3 2017.

  • Zuckerman Investment Group reported no remaining Seven Hills Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Zuckerman Investment Group sold 14,229 Seven Hills Realty Trust shares in Q3 2017, an estimated $299K.
  • Zuckerman Investment Group first reported a position in Seven Hills Realty Trust in Q2 2016 and held it in 5 quarters.
  • Zuckerman Investment Group's Seven Hills Realty Trust position peaked at $648K in Q3 2016.
  • 32 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2017.

Based on Zuckerman Investment Group's 13F filing for Q3 2017, filed 14 Nov 2017.