0001172661-20-001146.txt : 20200507 0001172661-20-001146.hdr.sgml : 20200507 20200507161626 ACCESSION NUMBER: 0001172661-20-001146 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200507 DATE AS OF CHANGE: 20200507 EFFECTIVENESS DATE: 20200507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Post Investment Office LP CENTRAL INDEX KEY: 0001554308 IRS NUMBER: 320334017 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15323 FILM NUMBER: 20856632 BUSINESS ADDRESS: STREET 1: ONE MONTGOMERY STREET, SUITE 3150 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-341-9200 MAIL ADDRESS: STREET 1: ONE MONTGOMERY STREET, SUITE 3150 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001554308 XXXXXXXX 03-31-2020 03-31-2020 false Seven Post Investment Office LP
One Montgomery Street, Suite 3150 San Francisco CA 94104
13F COMBINATION REPORT 028-15323 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC N
Eldridge Gray Managing Director 415-341-9200 /s/ Eldridge Gray San Francisco CA 05-07-2020 0 37 188005
INFORMATION TABLE 2 infotable.xml ALEXANDER & BALDWIN INC NEW COM 014491104 5961 531290 SH SOLE 0 0 531290 ALPHABET INC CAP STK CL C 02079K107 614 528 SH SOLE 0 0 528 AMAZON COM INC COM 023135106 1146 588 SH SOLE 300 0 288 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 22 27000 SH SOLE 0 0 27000 APPLE INC COM 037833100 1416 5568 SH SOLE 0 0 5568 ARISTA NETWORKS INC COM 040413106 248 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 457 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 206 14056 SH SOLE 0 0 14056 DISNEY WALT CO COM DISNEY 254687106 252 2610 SH SOLE 0 0 2610 ENPHASE ENERGY INC COM 29355A107 226 7000 SH SOLE 0 0 7000 ENTERPRISE PRODS PARTNERS L COM 293792107 417 29140 SH SOLE 0 0 29140 EQUITY LIFESTYLE PPTYS INC COM 29472R108 5759 100200 SH SOLE 100200 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 5159 83600 SH SOLE 83600 0 0 FACEBOOK INC CL A 30303M102 334 2005 SH SOLE 0 0 2005 INTEGER HLDGS CORP COM 45826H109 452 7190 SH SOLE 0 0 7190 ISHARES TR MSCI ACWI ETF 464288257 1034 16521 SH SOLE 16521 0 0 ISHARES TR MSCI EAFE ETF 464287465 1409 26365 SH SOLE 26365 0 0 KKR & CO INC CL A 48251W104 439 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 54081 297491 SH SOLE 0 0 297491 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 350 9600 SH SOLE 0 0 9600 MASTERCARD INC CL A 57636Q104 281 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 5476 178825 SH SOLE 0 0 178825 PRA GROUP INC COM 69354N106 236 8500 SH SOLE 0 0 8500 PROLOGIS INC. COM 74340W103 5811 72307 SH SOLE 72100 0 207 PROOFPOINT INC COM 743424103 1903 18551 SH SOLE 0 0 18551 PUBLIC STORAGE COM 74460D109 5303 26700 SH SOLE 26700 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 493 23700 SH SOLE 23700 0 0 SHOPIFY INC CL A 82509L107 208 500 SH SOLE 0 0 500 SPDR S&P 500 ETF TR TR UNIT 78462F103 16237 62997 SH SOLE 62997 0 0 UBER TECHNOLOGIES INC COM 90353T100 1700 60903 SH SOLE 0 0 60903 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 53156 761000 SH SOLE 761000 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1527 11849 SH SOLE 11849 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3366 100325 SH SOLE 100325 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4735 75393 SH SOLE 75393 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7251 217498 SH SOLE 217498 0 0 ZYNGA INC CL A 98986T108 68 10000 SH SOLE 0 0 10000