PWMG
SVC

Prestige Wealth Management Group’s Service Properties Trust SVC Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-29
Closed -$3K – 1053
2018
Q4 		$3K Buy
+29
New +$3.79K ﹤0.01% 752

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's SVC Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Service Properties Trust (SVC) in Q1 2019, closing a stake of 29 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in SVC in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 358 funds tracked by Wall St. Rank hold SVC as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Service Properties Trust position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Service Properties Trust shares in Q1 2019, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Service Properties Trust in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Service Properties Trust position peaked at $3K in Q4 2018.
  • 358 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.