FGC
SVC

Financial Gravity Companies’s Service Properties Trust SVC Stock Holding History

Financial Gravity Companies’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 		$10K Buy
+74
New +$9.66K 0.01% 601
2018
Q1 		$40K Buy
317
+9
+3% +$1.21K 0.04% 376
2017
Q4 		$44K Buy
+308
New +$45.2K 0.05% 316

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

Financial Gravity Companies's SVC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Service Properties Trust (SVC) in Q4 2018: 74 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SVC as recently as Q1 2018.

Financial Gravity Companies first reported a position in SVC in Q4 2017 and has held it in 3 quarters since. The position peaked at $44K in Q4 2017. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Financial Gravity Companies held 74 shares of Service Properties Trust worth $10K as of Q4 2018.
  • Service Properties Trust was a new Financial Gravity Companies position in Q4 2018.
  • Service Properties Trust made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #601 holding.
  • Financial Gravity Companies first reported a position in Service Properties Trust in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Service Properties Trust position peaked at $44K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.