0001172661-20-000452.txt : 20200213 0001172661-20-000452.hdr.sgml : 20200213 20200213160611 ACCESSION NUMBER: 0001172661-20-000452 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20610430 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 12-31-2019 12-31-2019 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 02-13-2020 0 28 137909 INFORMATION TABLE 2 infotable.xml ALEXANDER & BALDWIN INC NEW COM 014491104 10939 521914 SH SOLE 0 0 521914 AMAZON COM INC COM 023135106 532 288 SH SOLE 0 0 288 APPLE INC COM 037833100 1624 5532 SH SOLE 0 0 5532 ARISTA NETWORKS INC COM 040413106 249 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 554 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 147 14056 SH SOLE 0 0 14056 ENTERPRISE PRODS PARTNERS L COM 293792107 933 33140 SH SOLE 0 0 33140 FACEBOOK INC CL A 30303m102 258 1255 SH SOLE 0 0 1255 INTEGER HLDGS CORP COM 45826h109 578 7190 SH SOLE 0 0 7190 ISHARES TR MSCI EAFE ETF 464287465 1831 26365 SH SOLE 26365 0 0 KKR & CO INC CL A 48251w104 309 10600 SH SOLE 0 0 10600 LENNOX INTL INC COM 526107107 72420 296839 SH SOLE 0 0 296839 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 604 9600 SH SOLE 0 0 9600 MASTERCARD INC CL A 57636q104 348 1165 SH SOLE 0 0 1165 MATSON INC COM 57686g105 7247 177622 SH SOLE 0 0 177622 MEDTRONIC PLC SHS g5960l103 229 2015 SH SOLE 0 0 2015 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1059 57600 SH SOLE 0 0 57600 PRA GROUP INC COM 69354n106 309 8500 SH SOLE 0 0 8500 PROOFPOINT INC COM 743424103 2129 18551 SH SOLE 0 0 18551 SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 729 23700 SH SOLE 23700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 14751 45832 SH SOLE 45832 0 0 TC PIPELINES LP UT COM LTD PRT 87233q108 233 5500 SH SOLE 0 0 5500 UBER TECHNOLOGIES INC COM 90353t100 2335 78528 SH SOLE 0 0 78528 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4390 98725 SH SOLE 97405 0 1320 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3481 42980 SH SOLE 41939 0 1041 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9290 210844 SH SOLE 207844 0 3000 ZYNGA INC CL A 98986t108 61 10000 SH SOLE 0 0 10000