CWM
SVC

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

Cornerstone 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
-1,431
Closed -$250K – 1046
2018
Q3 		$250K Buy
+1,431
New +$205K ﹤0.01% 1131

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

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

Cornerstone Wealth Management sold out of Service Properties Trust (SVC) in Q4 2018, closing a stake of 1,431 shares — an estimated $250K sold.

Cornerstone Wealth Management first reported a position in SVC in Q3 2018 and held it in 1 quarter. The position peaked at $250K in Q3 2018. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Service Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,431 Service Properties Trust shares in Q4 2018, an estimated $250K.
  • Cornerstone Wealth Management first reported a position in Service Properties Trust in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Service Properties Trust position peaked at $250K in Q3 2018.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

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