BA
SVC

Ballew Advisors’s Service Properties Trust SVC Stock Holding History

Ballew 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
2018
Q4 		– Sell
-101
Closed -$13K – 392
2018
Q3 		$13K Hold
101
– – 0.01% 273
2018
Q2 		$14K Hold
101
– – 0.02% 276
2018
Q1 		$13K Buy
+101
New +$13.6K 0.01% 280

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ballew Advisors's SVC Position: Q4 2018 in Review

Ballew Advisors sold out of Service Properties Trust (SVC) in Q4 2018, closing a stake of 101 shares — an estimated $13K sold.

Ballew Advisors first reported a position in SVC in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Ballew Advisors reported no remaining Service Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 101 Service Properties Trust shares in Q4 2018, an estimated $13K.
  • Ballew Advisors first reported a position in Service Properties Trust in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Service Properties Trust position peaked at $14K in Q2 2018.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.