SNT
SVC

Security National Trust’s Service Properties Trust SVC Stock Holding History

Security National Trust’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
-30
Closed -$4K – 481
2015
Q2 		$4K Sell
30
-10
-25% -$1.52K ﹤0.01% 447
2015
Q1 		$7K Sell
40
-20
-33% -$3.19K ﹤0.01% 430
2014
Q4 		$9K Hold
60
– – ﹤0.01% 425
2014
Q3 		$8K Buy
60
+40
+200% +$5.79K ﹤0.01% 433
2014
Q2 		$3K Hold
20
– – ﹤0.01% 496
2014
Q1 		$3K Hold
20
– – ﹤0.01% 495
2013
Q4 		$3K Hold
20
– – ﹤0.01% 490
2013
Q3 		$3K Hold
20
– – ﹤0.01% 474
2013
Q2 		$3K Buy
+20
New +$2.82K ﹤0.01% 465

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return