0001554308-18-000012.txt : 20181114
0001554308-18-000012.hdr.sgml : 20181114
20181114125823
ACCESSION NUMBER: 0001554308-18-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181182207
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
true
false
0001554308
XXXXXXXX
09-30-2018
09-30-2018
Seven Post Investment Office LP
ONE MONTGOMERY STREET, SUITE 3150
SAN FRANCISCO
CA
94104
13F COMBINATION REPORT
028-15323
Parametric Portfolio Associates LLC
N
Eldridge F. Gray
Chief Compliance Officer
415-341-9191
Eldridge F. Gray
San Francisco
CA
11-14-2018
0
16
120089
false
INFORMATION TABLE
2
13F_Report_Q3_2018.xml
Alexander & Baldwin Inc
Common Stock
014491104
16606
731853
SH
SOLE
0
0
731853
Apple Inc
Common Stock
037833100
417
1849
SH
SOLE
0
0
1849
Arista Networks Inc
Common Stock
040413106
326
1225
SH
SOLE
0
0
1225
Berkshire Hathaway Inc Cl A
Common Stock
084670108
320
1
SH
SOLE
0
0
1
Charles River Laboratories Int
Common Stock
159864107
488
3624
SH
SOLE
0
0
3624
Facebook Inc Cl A
Common Stock
30303m102
206
1255
SH
SOLE
0
0
1255
Goldman Sachs Group Inc
Common Stock
38141g104
961
4287
SH
SOLE
0
0
4287
Integer Holdings Corp
Common Stock
45826h109
596
7190
SH
SOLE
0
0
7190
Lennox Intl Inc
Common Stock
526107107
68562
313928
SH
SOLE
0
0
313928
MasterCard Incorporated Cl A
Common Stock
57636q104
259
1165
SH
SOLE
0
0
1165
Matson Inc
Common Stock
57686g105
6840
172544
SH
SOLE
0
0
172544
Developed Markets ex U.S. (FTS
ETF
921943858
5923
136883
SH
SOLE
132432
0
4451
Emerging Markets (FTSE Index)
ETF
922042858
3180
77562
SH
SOLE
75596
0
1966
Europe, Australia, Asia and Pa
ETF
464287465
1793
26365
SH
SOLE
26365
0
0
Total World Stock (FTSE Global
ETF
922042742
3216
42416
SH
SOLE
41330
0
1086
U.S. Large-Cap (S&P 500 Index)
ETF
78462f103
10396
35758
SH
SOLE
35531
0
227