EWM
SVC

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

Executive 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
-32
Closed -$4K – 704
2019
Q2 		$4K Hold
32
– – ﹤0.01% 754
2019
Q1 		$4K Hold
32
– – ﹤0.01% 683
2018
Q4 		$4K Buy
+32
New +$4.18K ﹤0.01% 715

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Executive Wealth Management's SVC Position: Q3 2019 in Review

Executive Wealth Management sold out of Service Properties Trust (SVC) in Q3 2019, closing a stake of 32 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in SVC in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 347 funds tracked by Wall St. Rank hold SVC as of Q3 2019.

  • Executive Wealth Management reported no remaining Service Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 32 Service Properties Trust shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in Service Properties Trust in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Service Properties Trust position peaked at $4K in Q2 2019.
  • 347 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.