DWM
SVC

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

Destination 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
2019
Q3 		– Sell
-318
Closed -$40K – 457
2019
Q2 		$40K Hold
318
– – ﹤0.01% 303
2019
Q1 		$42K Hold
318
– – ﹤0.01% 287
2018
Q4 		$38K Sell
318
-6
-2% -$784 ﹤0.01% 290
2018
Q3 		$47K Buy
324
+6
+2% +$860 ﹤0.01% 298
2018
Q2 		$46K Hold
318
– – ﹤0.01% 263
2018
Q1 		$40K Buy
+318
New +$42.8K ﹤0.01% 278

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return