GWM
SVC

Gupta Wealth Management’s Service Properties Trust SVC Stock Holding History

Gupta 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
2016
Q1 		– Sell
-74
Closed -$10K – 1271
2015
Q4 		$10K Sell
74
-91
-55% -$12.2K ﹤0.01% 891
2015
Q3 		$21K Buy
165
+4
+2% +$542 0.01% 678
2015
Q2 		$23K Buy
161
+91
+130% +$13.8K 0.01% 702
2015
Q1 		$12K Buy
+70
New +$11.2K ﹤0.01% 720

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's SVC Position: Q1 2016 in Review

Gupta Wealth Management sold out of Service Properties Trust (SVC) in Q1 2016, closing a stake of 74 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in SVC in Q1 2015 and held it in 4 quarters. The position peaked at $23K in Q2 2015. 336 funds tracked by Wall St. Rank hold SVC as of Q1 2016.

  • Gupta Wealth Management reported no remaining Service Properties Trust position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 74 Service Properties Trust shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in Service Properties Trust in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Service Properties Trust position peaked at $23K in Q2 2015.
  • 336 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.