JA
SVC

JOYN Advisors’s Service Properties Trust SVC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-113
Closed -$13K – 1237
2018
Q4 		$13K Sell
113
-14
-11% -$1.83K ﹤0.01% 867
2018
Q3 		$18K Hold
127
– – ﹤0.01% 732
2018
Q2 		$18K Sell
127
-150
-54% -$20.3K ﹤0.01% 721
2018
Q1 		$35K Buy
+277
New +$37.3K 0.01% 557

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JOYN Advisors's SVC Position: Q1 2019 in Review

JOYN Advisors sold out of Service Properties Trust (SVC) in Q1 2019, closing a stake of 113 shares — an estimated $13K sold.

JOYN Advisors first reported a position in SVC in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2018. 358 funds tracked by Wall St. Rank hold SVC as of Q1 2019.

  • JOYN Advisors reported no remaining Service Properties Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 113 Service Properties Trust shares in Q1 2019, an estimated $13K.
  • JOYN Advisors first reported a position in Service Properties Trust in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Service Properties Trust position peaked at $35K in Q1 2018.
  • 358 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.