0001172661-19-002121.txt : 20191106 0001172661-19-002121.hdr.sgml : 20191106 20191106095802 ACCESSION NUMBER: 0001172661-19-002121 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191106 DATE AS OF CHANGE: 20191106 EFFECTIVENESS DATE: 20191106 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: 191195331 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 09-30-2019 09-30-2019 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 415-341-9200 /s/ Eldridge Gray San Francisco CA 11-06-2019 0 25 139615 INFORMATION TABLE 2 infotable.xml ALEXANDER & BALDWIN INC NEW COM 014491104 12679 517280 SH SOLE 0 0 517280 APPLE INC COM 037833100 414 1850 SH SOLE 0 0 1850 ARISTA NETWORKS INC COM 040413106 293 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 312 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 480 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 71 14056 SH SOLE 0 0 14056 ENTERPRISE PRODS PARTNERS L COM 293792107 947 33140 SH SOLE 0 0 33140 FACEBOOK INC CL A 30303m102 223 1255 SH SOLE 0 0 1255 INTEGER HLDGS CORP COM 45826h109 543 7190 SH SOLE 0 0 7190 ISHARES TR MSCI EAFE ETF 464287465 1719 26365 SH SOLE 26365 0 0 KKR & CO INC CL A 48251w104 285 10600 SH SOLE 0 0 10600 LENNOX INTL INC COM 526107107 77060 317158 SH SOLE 0 0 317158 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 636 9600 SH SOLE 0 0 9600 MASTERCARD INC CL A 57636q104 316 1165 SH SOLE 0 0 1165 MATSON INC COM 57686g105 6624 176595 SH SOLE 0 0 176595 MEDTRONIC PLC SHS g5960l103 219 2015 SH SOLE 0 0 2015 NUSTAR ENERGY LP UNIT COM 67058h102 218 7700 SH SOLE 0 0 7700 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1195 57600 SH SOLE 0 0 57600 PRA GROUP INC COM 69354n106 287 8500 SH SOLE 0 0 8500 PROOFPOINT INC COM 743424103 5729 44391 SH SOLE 0 0 44391 SPDR S&P 500 ETF TR TR UNIT 78462f103 13733 46275 SH SOLE 46245 0 30 TC PIPELINES LP UT COM LTD PRT 87233q108 224 5500 SH SOLE 0 0 5500 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4048 100555 SH SOLE 99135 0 1420 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3215 42969 SH SOLE 41928 0 1041 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8145 198269 SH SOLE 195069 0 3200