GGPS
SVC

Gary Goldberg Planning Services’s Service Properties Trust SVC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$109K Hold
705
– – 0.05% 139
2014
Q3 		$94K Hold
705
– – 0.04% 159
2014
Q2 		$106K Hold
705
– – 0.05% 154
2014
Q1 		$101K Hold
705
– – 0.05% 154
2013
Q4 		$95K Buy
705
+61
+9% +$8.48K 0.06% 138
2013
Q3 		$91K Buy
644
+161
+33% +$22.3K 0.06% 144
2013
Q2 		$63K Buy
+483
New +$68K 0.04% 165

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gary Goldberg Planning Services's SVC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Service Properties Trust (SVC) position steady in Q4 2014 at 705 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #139.

Gary Goldberg Planning Services first reported a position in SVC in Q2 2013 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold SVC as of Q4 2014.

  • Gary Goldberg Planning Services held 705 shares of Service Properties Trust worth $109K as of Q4 2014.
  • Gary Goldberg Planning Services left its Service Properties Trust share count unchanged in Q4 2014.
  • Service Properties Trust made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #139 holding.
  • Gary Goldberg Planning Services first reported a position in Service Properties Trust in Q2 2013 and has held it in 7 quarters since.
  • 352 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.