NEPWA
SVC

New England Private Wealth Advisors’s Service Properties Trust SVC Stock Holding History

New England Private Wealth 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
Q4 		– Sell
-6,021
Closed -$776K – 152
2019
Q3 		$776K Hold
6,021
– – 0.19% 69
2019
Q2 		$753K Buy
6,021
+1,500
+33% +$192K 0.18% 77
2019
Q1 		$595K Hold
4,521
– – 0.15% 83
2018
Q4 		$540K Buy
+4,521
New +$591K 0.16% 81

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New England Private Wealth Advisors's SVC Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 6,021 shares — an estimated $776K sold.

New England Private Wealth Advisors first reported a position in SVC in Q4 2018 and held it in 4 quarters. The position peaked at $776K in Q3 2019. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 6,021 Service Properties Trust shares in Q4 2019, an estimated $776K.
  • New England Private Wealth Advisors first reported a position in Service Properties Trust in Q4 2018 and held it in 4 quarters.
  • New England Private Wealth Advisors's Service Properties Trust position peaked at $776K in Q3 2019.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.