AIA
SVC

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

Alera 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
Q2 		– Sell
-5
Closed -$1K – 878
2019
Q1 		$1K Buy
+5
New +$660 ﹤0.01% 1068

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alera Investment Advisors's SVC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Service Properties Trust (SVC) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SVC in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 364 funds tracked by Wall St. Rank hold SVC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Service Properties Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 5 Service Properties Trust shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Service Properties Trust in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Service Properties Trust position peaked at $1K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.