PFGIA
SVC

Patriot Financial Group Insurance Agency’s Service Properties Trust SVC Stock Holding History

Patriot Financial Group Insurance Agency’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
-8
Closed -$1K – 891
2018
Q1 		$1K Hold
8
– – ﹤0.01% 932
2017
Q4 		$1K Hold
8
– – ﹤0.01% 920
2017
Q3 		$1K Hold
8
– – ﹤0.01% 895
2017
Q2 		$1K Buy
+8
New +$1.22K ﹤0.01% 899
2017
Q1 		– Sell
-24
Closed -$4K – 842
2016
Q4 		$4K Buy
+24
New +$3.48K 0.01% 614

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SVC Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Service Properties Trust (SVC) in Q2 2018, closing a stake of 8 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SVC in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 356 funds tracked by Wall St. Rank hold SVC as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Service Properties Trust position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8 Service Properties Trust shares in Q2 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Service Properties Trust in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Service Properties Trust position peaked at $4K in Q4 2016.
  • 356 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.