Gideon Capital Advisors’s Service Properties Trust SVC Stock Holding History

Gideon Capital Advisors’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 Q3	–	Sell	-1,867	Closed	-$272K	–	372
2017 Q2	$272K	Sell	1,867 -434	-19%	-$66.3K	0.3%	151
2017 Q1	$363K	Buy	+2,301	New	+$360K	0.22%	182
2015 Q3	–	Sell	-1,919	Closed	-$275K	–	319
2015 Q2	$275K	Buy	+1,919	New	+$292K	0.11%	202
2015 Q1	–	Sell	-2,671	Closed	-$411K	–	302
2014 Q4	$411K	Buy	+2,671	New	+$394K	0.19%	139

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

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

Norges Bank Oslo, Norway $1T AUM

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

Gideon Capital Advisors's SVC Position: Q3 2017 in Review

Gideon Capital Advisors sold out of Service Properties Trust (SVC) in Q3 2017, closing a stake of 1,867 shares — an estimated $272K sold.

Gideon Capital Advisors first reported a position in SVC in Q4 2014 and held it in 4 quarters. The position peaked at $411K in Q4 2014. 329 funds tracked by Wall St. Rank hold SVC as of Q3 2017.

Gideon Capital Advisors reported no remaining Service Properties Trust position as of Q3 2017 after selling out during the quarter.
Gideon Capital Advisors sold 1,867 Service Properties Trust shares in Q3 2017, an estimated $272K.
Gideon Capital Advisors first reported a position in Service Properties Trust in Q4 2014 and held it in 4 quarters.
Gideon Capital Advisors's Service Properties Trust position peaked at $411K in Q4 2014.
329 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2017.

Based on Gideon Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.