MWM
SVC

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

Mascoma 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
2017
Q4 		– Sell
-60
Closed -$9K – 410
2017
Q3 		$9K Hold
60
– – 0.01% 285
2017
Q2 		$9K Hold
60
– – 0.01% 290
2017
Q1 		$9K Hold
60
– – 0.01% 271
2016
Q4 		$10K Buy
+60
New +$8.7K 0.01% 267

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 $3.38T AUM 44.17% 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

Mascoma Wealth Management's SVC Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Service Properties Trust (SVC) in Q4 2017, closing a stake of 60 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in SVC in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q4 2016. 363 funds tracked by Wall St. Rank hold SVC as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Service Properties Trust position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 60 Service Properties Trust shares in Q4 2017, an estimated $9K.
  • Mascoma Wealth Management first reported a position in Service Properties Trust in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Service Properties Trust position peaked at $10K in Q4 2016.
  • 363 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.