SFWA
SVC

Summit Financial Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Summit Financial 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
2015
Q2 		– Sell
-234
Closed -$34K – 278
2015
Q1 		$34K Hold
234
– – 0.02% 136
2014
Q4 		$36K Buy
+234
New +$34.5K 0.03% 134

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Wealth Advisors's SVC Position: Q2 2015 in Review

Summit Financial Wealth Advisors sold out of Service Properties Trust (SVC) in Q2 2015, closing a stake of 234 shares — an estimated $34K sold.

Summit Financial Wealth Advisors first reported a position in SVC in Q4 2014 and held it in 2 quarters. The position peaked at $36K in Q4 2014. 345 funds tracked by Wall St. Rank hold SVC as of Q2 2015.

  • Summit Financial Wealth Advisors reported no remaining Service Properties Trust position as of Q2 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 234 Service Properties Trust shares in Q2 2015, an estimated $34K.
  • Summit Financial Wealth Advisors first reported a position in Service Properties Trust in Q4 2014 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Service Properties Trust position peaked at $36K in Q4 2014.
  • 345 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.