Jones Financial Companies
SVC

Jones Financial Companies’s Service Properties Trust SVC Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-203
Closed -$28K – 498
2013
Q3 		$28K Hold
203
– – ﹤0.01% 383
2013
Q2 		$26K Buy
+203
New +$28.6K ﹤0.01% 420

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jones Financial Companies's SVC Position: Q4 2013 in Review

Jones Financial Companies sold out of Service Properties Trust (SVC) in Q4 2013, closing a stake of 203 shares — an estimated $28K sold.

Jones Financial Companies first reported a position in SVC in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q3 2013. 307 funds tracked by Wall St. Rank hold SVC as of Q4 2013.

  • Jones Financial Companies reported no remaining Service Properties Trust position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 203 Service Properties Trust shares in Q4 2013, an estimated $28K.
  • Jones Financial Companies first reported a position in Service Properties Trust in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Service Properties Trust position peaked at $28K in Q3 2013.
  • 307 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.