Fusion Family Wealth’s Service Properties Trust SVC Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-16	Closed	-$3K	–	314
2017 Q1	$3K	Buy	+16	New	+$2.51K	﹤0.01%	255

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fusion Family Wealth's SVC Position: Q2 2017 in Review

Fusion Family Wealth sold out of Service Properties Trust (SVC) in Q2 2017, closing a stake of 16 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in SVC in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 353 funds tracked by Wall St. Rank hold SVC as of Q2 2017.

Fusion Family Wealth reported no remaining Service Properties Trust position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 16 Service Properties Trust shares in Q2 2017, an estimated $3K.
Fusion Family Wealth first reported a position in Service Properties Trust in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Service Properties Trust position peaked at $3K in Q1 2017.
353 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.