MGIA
SVC

Moneta Group Investment Advisors’s Service Properties Trust SVC Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-146
Closed -$18K – 615
2018
Q1 		$18K Hold
146
– – ﹤0.01% 412
2017
Q4 		$22K Buy
+146
New +$21.4K ﹤0.01% 313

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Moneta Group Investment Advisors's SVC Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Service Properties Trust (SVC) in Q2 2018, closing a stake of 146 shares — an estimated $18K sold.

Moneta Group Investment Advisors first reported a position in SVC in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q4 2017. 356 funds tracked by Wall St. Rank hold SVC as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Service Properties Trust position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 146 Service Properties Trust shares in Q2 2018, an estimated $18K.
  • Moneta Group Investment Advisors first reported a position in Service Properties Trust in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Service Properties Trust position peaked at $22K in Q4 2017.
  • 356 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.