WAP
SVC

Wealthcare Advisory Partners’s Service Properties Trust SVC Stock Holding History

Wealthcare Advisory Partners’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
2018
Q1 		– Sell
-40
Closed -$6K – 1234
2017
Q4 		$6K Hold
40
– – ﹤0.01% 765
2017
Q3 		$6K Buy
+40
New +$5.63K ﹤0.01% 623

Other funds holding SVC

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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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthcare Advisory Partners's SVC Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Service Properties Trust (SVC) in Q1 2018, closing a stake of 40 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in SVC in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 345 funds tracked by Wall St. Rank hold SVC as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Service Properties Trust position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 40 Service Properties Trust shares in Q1 2018, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Service Properties Trust in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Service Properties Trust position peaked at $6K in Q4 2017.
  • 345 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.