SVWA
SVC

Sound View Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Sound View Wealth Advisors’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 		$479K Hold
3,643
– – 0.15% 145
2018
Q4 		$435K Buy
+3,643
New +$476K 0.16% 139

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

Sound View Wealth Advisors's SVC Position: Q1 2019 in Review

Sound View Wealth Advisors held its Service Properties Trust (SVC) position steady in Q1 2019 at 3,643 shares worth $479K. The position accounts for 0.15% of the portfolio, ranked #145.

Sound View Wealth Advisors first reported a position in SVC in Q4 2018 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold SVC as of Q1 2019.

  • Sound View Wealth Advisors held 3,643 shares of Service Properties Trust worth $479K as of Q1 2019.
  • Sound View Wealth Advisors left its Service Properties Trust share count unchanged in Q1 2019.
  • Service Properties Trust made up 0.15% of Sound View Wealth Advisors's portfolio in Q1 2019, its #145 holding.
  • Sound View Wealth Advisors first reported a position in Service Properties Trust in Q4 2018 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.