1IA
SVC

1834 Investment Advisors’s Service Properties Trust SVC Stock Holding History

1834 Investment Advisors’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-170
Closed -$22K – 487
2019
Q3 		$22K Buy
+170
New +$21K ﹤0.01% 320
2018
Q2 		– Sell
-500
Closed -$63K – 464
2018
Q1 		$63K Hold
500
– – 0.01% 255
2017
Q4 		$75K Buy
+500
New +$73.5K 0.01% 259

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1834 Investment Advisors's SVC Position: Q4 2019 in Review

1834 Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 170 shares — an estimated $22K sold.

1834 Investment Advisors first reported a position in SVC in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q4 2017. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • 1834 Investment Advisors reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 170 Service Properties Trust shares in Q4 2019, an estimated $22K.
  • 1834 Investment Advisors first reported a position in Service Properties Trust in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's Service Properties Trust position peaked at $75K in Q4 2017.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.