AWM
SVC

Aevitas Wealth Management’s Service Properties Trust SVC Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-20
Closed -$3K – 454
2018
Q3 		$3K Buy
+20
New +$2.87K ﹤0.01% 414

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's SVC Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Service Properties Trust (SVC) in Q4 2018, closing a stake of 20 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in SVC in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Service Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 20 Service Properties Trust shares in Q4 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Service Properties Trust in Q3 2018 and held it in 1 quarter.
  • Aevitas Wealth Management's Service Properties Trust position peaked at $3K in Q3 2018.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.