TWM
SVC

Torch Wealth Management’s Service Properties Trust SVC Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-403
Closed -$61K – 216
2014
Q2 		$61K Hold
403
– – 0.04% 148
2014
Q1 		$57K Buy
+403
New +$53.6K 0.04% 146

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Torch Wealth Management's SVC Position: Q3 2014 in Review

Torch Wealth Management sold out of Service Properties Trust (SVC) in Q3 2014, closing a stake of 403 shares — an estimated $61K sold.

Torch Wealth Management first reported a position in SVC in Q1 2014 and held it in 2 quarters. The position peaked at $61K in Q2 2014. 342 funds tracked by Wall St. Rank hold SVC as of Q3 2014.

  • Torch Wealth Management reported no remaining Service Properties Trust position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 403 Service Properties Trust shares in Q3 2014, an estimated $61K.
  • Torch Wealth Management first reported a position in Service Properties Trust in Q1 2014 and held it in 2 quarters.
  • Torch Wealth Management's Service Properties Trust position peaked at $61K in Q2 2014.
  • 342 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.