Seven Post Investment Office LP Closed Holding Positions

Seven Post Investment Office LP

  • $660 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Aug 08, 2022
2,000
$87.4 - $113.09 $175K - $226K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2022 Filed on Aug 08, 2022
4,236
$73.3 - $79.23 $310K - $336K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
24,440
$75.21 - $77.95 $1.84M - $1.91M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
4,470
$46.23 - $49.83 $207K - $223K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
1,550
$89.09 - $132.49 $138K - $205K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on May 11, 2022
103,093
$85.05 - $92.24 $8.77M - $9.51M
Proofpoint Inc
Q3 2021 Filed on Nov 09, 2021
18,551
N/A
Cincinnati Bell Inc New
Q3 2021 Filed on Nov 09, 2021
14,056
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 09, 2021
2,429
$118.69 - $138.49 $288K - $336K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q3 2021 Filed on Nov 09, 2021
14,325
$47.75 - $62.35 $684K - $893K
Slack Technologies Inc
Q3 2021 Filed on Nov 09, 2021
446,261
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Feb 16, 2021
45,900
$43.99 - $51.7 $2.02M - $2.37M
Tc Pipelines LP
Q1 2020 Filed on May 07, 2020
5,500
N/A
PAA
Plains All American Pipeline LP

Energy
Q1 2020 Filed on May 07, 2020
57,600
$3.29 - $19.27 $190K - $1.11M
NS
Nu Star Energy L.P.

Energy
Q4 2019 Filed on Feb 13, 2020
7,700
$25.59 - $29.43 $197K - $227K
KMI
Kinder Morgan, Inc.

Energy
Q1 2019 Filed on May 13, 2019
40,709
$15.71 - $20.42 $640K - $831K
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