IPC
SVC

Independent Portfolio Consultants’s Service Properties Trust SVC Stock Holding History

Independent Portfolio Consultants’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 		$67K Sell
463
-261
-36% -$39.8K 0.03% 475
2017
Q1 		$114K Sell
724
-49
-6% -$7.67K 0.04% 420
2016
Q4 		$123K Sell
773
-218
-22% -$31.6K 0.04% 403
2016
Q3 		$147K Sell
991
-57
-5% -$8.69K 0.05% 396
2016
Q2 		$151K Buy
1,048
+3
+0.3% +$395 0.05% 390
2016
Q1 		$139K Buy
1,045
+60
+6% +$7.28K 0.04% 425
2015
Q4 		$129K Sell
985
-179
-15% -$24.1K 0.04% 411
2015
Q3 		$148K Buy
1,164
+8
+0.7% +$1.08K 0.03% 397
2015
Q2 		$165K Buy
1,156
+27
+2% +$4.1K 0.03% 396
2015
Q1 		$185K Buy
1,129
+109
+11% +$17.4K 0.04% 377
2014
Q4 		$157K Sell
1,020
-2,111
-67% -$311K 0.03% 414
2014
Q3 		$417K Sell
3,131
-182
-5% -$26.3K 0.11% 279
2014
Q2 		$500K Sell
3,313
-45
-1% -$6.58K 0.14% 233
2014
Q1 		$478K Sell
3,358
-95
-3% -$12.6K 0.15% 241
2013
Q4 		$463K Buy
3,453
+253
+8% +$35.2K 0.16% 256
2013
Q3 		$450K Sell
3,200
-52
-2% -$7.2K 0.18% 238
2013
Q2 		$424K Buy
+3,252
New +$458K 0.19% 228

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Portfolio Consultants's SVC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Service Properties Trust (SVC) stake by 36% in Q2 2017, selling an estimated $39.8K and leaving 463 shares worth $67K. The position accounts for 0.03% of the portfolio, ranked #475.

Independent Portfolio Consultants first reported a position in SVC in Q2 2013 and has held it in 17 quarters since. The position peaked at $500K in Q2 2014. 353 funds tracked by Wall St. Rank hold SVC as of Q2 2017.

  • Independent Portfolio Consultants held 463 shares of Service Properties Trust worth $67K as of Q2 2017.
  • Independent Portfolio Consultants sold 261 Service Properties Trust shares in Q2 2017, an estimated $39.8K.
  • Service Properties Trust made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #475 holding.
  • Independent Portfolio Consultants first reported a position in Service Properties Trust in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Service Properties Trust position peaked at $500K in Q2 2014.
  • 353 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.