PFO
SVC

Pathstone Family Office’s Service Properties Trust SVC Stock Holding History

Pathstone Family Office’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
2020
Q2 		– Sell
-157
Closed -$4K – 952
2020
Q1 		$4K Buy
+157
New +$14.1K ﹤0.01% 644

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Pathstone Family Office's SVC Position: Q2 2020 in Review

Pathstone Family Office sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 157 shares — an estimated $4K sold.

Pathstone Family Office first reported a position in SVC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Pathstone Family Office reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Pathstone Family Office sold 157 Service Properties Trust shares in Q2 2020, an estimated $4K.
  • Pathstone Family Office first reported a position in Service Properties Trust in Q1 2020 and held it in 1 quarter.
  • Pathstone Family Office's Service Properties Trust position peaked at $4K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Pathstone Family Office's 13F filing for Q2 2020, filed 14 Aug 2020.