CIA
SVC

CSat Investment Advisory’s Service Properties Trust SVC Stock Holding History

CSat Investment Advisory’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
-101
Closed -$3K – 1168
2020
Q1 		$3K Buy
101
+18
+22% +$1.61K ﹤0.01% 1057
2019
Q4 		$10K Buy
83
+14
+20% +$1.71K ﹤0.01% 991
2019
Q3 		$9K Buy
69
+10
+17% +$1.24K ﹤0.01% 968
2019
Q2 		$7K Buy
+59
New +$7.57K ﹤0.01% 1001

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 $3.37T AUM 44.26% 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

CSat Investment Advisory's SVC Position: Q2 2020 in Review

CSat Investment Advisory sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 101 shares — an estimated $3K sold.

CSat Investment Advisory first reported a position in SVC in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • CSat Investment Advisory reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 101 Service Properties Trust shares in Q2 2020, an estimated $3K.
  • CSat Investment Advisory first reported a position in Service Properties Trust in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Service Properties Trust position peaked at $10K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.