GSWM
SVC

Golden State Wealth Management’s Service Properties Trust SVC Stock Holding History

Golden State 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
2020
Q2 		– Sell
-472
Closed -$13K – 814
2020
Q1 		$13K Buy
+472
New +$42.3K 0.01% 576
2019
Q4 		– Sell
-614
Closed -$79K – 824
2019
Q3 		$79K Sell
614
-199
-24% -$24.6K 0.03% 348
2019
Q2 		$101K Sell
813
-43
-5% -$5.51K 0.03% 328
2019
Q1 		$113K Buy
+856
New +$113K 0.04% 308

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Golden State Wealth Management's SVC Position: Q2 2020 in Review

Golden State Wealth Management sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 472 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in SVC in Q1 2019 and held it in 4 quarters. The position peaked at $113K in Q1 2019. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Golden State Wealth Management reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 472 Service Properties Trust shares in Q2 2020, an estimated $13K.
  • Golden State Wealth Management first reported a position in Service Properties Trust in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Service Properties Trust position peaked at $113K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.