VNA
SVC

Valley National Advisers’s Service Properties Trust SVC Stock Holding History

Valley National Advisers’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
Q4 		– Sell
-200
Closed -$26K – 815
2019
Q3 		$26K Hold
200
– – 0.01% 386
2019
Q2 		$25K Hold
200
– – 0.01% 365
2019
Q1 		$26K Hold
200
– – 0.01% 357
2018
Q4 		$24K Hold
200
– – 0.01% 340
2018
Q3 		$29K Buy
+200
New +$28.7K 0.01% 311

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valley National Advisers's SVC Position: Q4 2019 in Review

Valley National Advisers sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 200 shares — an estimated $26K sold.

Valley National Advisers first reported a position in SVC in Q3 2018 and held it in 5 quarters. The position peaked at $29K in Q3 2018. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • Valley National Advisers reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Valley National Advisers sold 200 Service Properties Trust shares in Q4 2019, an estimated $26K.
  • Valley National Advisers first reported a position in Service Properties Trust in Q3 2018 and held it in 5 quarters.
  • Valley National Advisers's Service Properties Trust position peaked at $29K in Q3 2018.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.