MYIA
SVC

Mount Yale Investment Advisors’s Service Properties Trust SVC Stock Holding History

Mount Yale 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
Q4 		– Sell
-600
Closed -$80K – 716
2018
Q3 		$80K Hold
600
– – 0.01% 510
2018
Q2 		$86K Buy
+600
New +$81K 0.02% 510

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mount Yale Investment Advisors's SVC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2018, closing a stake of 600 shares — an estimated $80K sold.

Mount Yale Investment Advisors first reported a position in SVC in Q2 2018 and held it in 2 quarters. The position peaked at $86K in Q2 2018. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Service Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 600 Service Properties Trust shares in Q4 2018, an estimated $80K.
  • Mount Yale Investment Advisors first reported a position in Service Properties Trust in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Service Properties Trust position peaked at $86K in Q2 2018.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.