LWCFA
SVC

Loring Wolcott & Coolidge Fiduciary Advisors’s Service Properties Trust SVC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-66
Closed -$10K – 892
2017
Q2 		$10K Sell
66
-20
-23% -$3.05K ﹤0.01% 550
2017
Q1 		$14K Hold
86
– – ﹤0.01% 525
2016
Q4 		$14K Buy
+86
New +$12.5K ﹤0.01% 501

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SVC Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Service Properties Trust (SVC) in Q3 2017, closing a stake of 66 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SVC in Q4 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2017. 329 funds tracked by Wall St. Rank hold SVC as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Service Properties Trust position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 66 Service Properties Trust shares in Q3 2017, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Service Properties Trust in Q4 2016 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Service Properties Trust position peaked at $14K in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.