CIAS
SVC

Capital Investment Advisory Services’s Service Properties Trust SVC Stock Holding History

Capital Investment Advisory Services’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
-189
Closed -$24K – 1166
2019
Q3 		$24K Hold
189
– – 0.01% 760
2019
Q2 		$23K Buy
189
+80
+73% +$10.3K 0.01% 746
2019
Q1 		$14K Hold
109
– – 0.01% 775
2018
Q4 		$13K Buy
+109
New +$14.2K 0.01% 750

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

Capital Investment Advisory Services's SVC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 189 shares — an estimated $24K sold.

Capital Investment Advisory Services first reported a position in SVC in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q3 2019. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 189 Service Properties Trust shares in Q4 2019, an estimated $24K.
  • Capital Investment Advisory Services first reported a position in Service Properties Trust in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Service Properties Trust position peaked at $24K in Q3 2019.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.