SMFS
SVC

Squar Milner Financial Services’s Service Properties Trust SVC Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-32
Closed – – 656
2020
Q1 		$0 Hold
32
– – ﹤0.01% 857
2019
Q4 		$3K Buy
+32
New +$3.9K ﹤0.01% 709
2019
Q2 		– Sell
-32
Closed -$4K – 879
2019
Q1 		$4K Hold
32
– – ﹤0.01% 706
2018
Q4 		$4K Hold
32
– – ﹤0.01% 615
2018
Q3 		$5K Hold
32
– – ﹤0.01% 619
2018
Q2 		$5K Buy
+32
New +$4.32K ﹤0.01% 713

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Squar Milner Financial Services's SVC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 32 shares.

Squar Milner Financial Services first reported a position in SVC in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 32 Service Properties Trust shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Service Properties Trust in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Service Properties Trust position peaked at $5K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.