BFC
SVC

Bedel Financial Consulting’s Service Properties Trust SVC Stock Holding History

Bedel Financial Consulting’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
2020
Q2 		– Sell
-2
Closed – – 910
2020
Q1 		$0 Buy
+2
New +$179 ﹤0.01% 905
2018
Q2 		– Sell
-75
Closed -$10K – 717
2018
Q1 		$10K Buy
+75
New +$10.1K 0.01% 478

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Bedel Financial Consulting's SVC Position: Q2 2020 in Review

Bedel Financial Consulting sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 2 shares.

Bedel Financial Consulting first reported a position in SVC in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Bedel Financial Consulting reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 2 Service Properties Trust shares in Q2 2020.
  • Bedel Financial Consulting first reported a position in Service Properties Trust in Q1 2018 and held it in 2 quarters.
  • Bedel Financial Consulting's Service Properties Trust position peaked at $10K in Q1 2018.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.