Pinnacle Summer Investments’s Service Properties Trust SVC Stock Holding History

Pinnacle Summer Investments’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
2015 Q3	–	Sell	-168	Closed	-$24K	–	1042
2015 Q2	$24K	Buy	+168	New	+$25.5K	0.01%	405
2014 Q4	–	Sell	-13	Closed	-$2K	–	1083
2014 Q3	$2K	Hold	13	–	–	﹤0.01%	992
2014 Q2	$2K	Hold	13	–	–	﹤0.01%	935
2014 Q1	$2K	Hold	13	–	–	﹤0.01%	899
2013 Q4	$2K	Hold	13	–	–	﹤0.01%	889
2013 Q3	$2K	Buy	+13	New	+$1.8K	﹤0.01%	863

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Pinnacle Summer Investments's SVC Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of Service Properties Trust (SVC) in Q3 2015, closing a stake of 168 shares — an estimated $24K sold.

Pinnacle Summer Investments first reported a position in SVC in Q3 2013 and held it in 6 quarters. The position peaked at $24K in Q2 2015. 338 funds tracked by Wall St. Rank hold SVC as of Q3 2015.

Pinnacle Summer Investments reported no remaining Service Properties Trust position as of Q3 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 168 Service Properties Trust shares in Q3 2015, an estimated $24K.
Pinnacle Summer Investments first reported a position in Service Properties Trust in Q3 2013 and held it in 6 quarters.
Pinnacle Summer Investments's Service Properties Trust position peaked at $24K in Q2 2015.
338 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.