WP
SVC

WealthSource Partners’s Service Properties Trust SVC Stock Holding History

WealthSource 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
2016
Q3 		– Sell
-1,410
Closed -$203K – 296
2016
Q2 		$203K Buy
+1,410
New +$186K 0.08% 240

Other funds holding SVC

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthSource Partners's SVC Position: Q3 2016 in Review

WealthSource Partners sold out of Service Properties Trust (SVC) in Q3 2016, closing a stake of 1,410 shares — an estimated $203K sold.

WealthSource Partners first reported a position in SVC in Q2 2016 and held it in 1 quarter. The position peaked at $203K in Q2 2016. 351 funds tracked by Wall St. Rank hold SVC as of Q3 2016.

  • WealthSource Partners reported no remaining Service Properties Trust position as of Q3 2016 after selling out during the quarter.
  • WealthSource Partners sold 1,410 Service Properties Trust shares in Q3 2016, an estimated $203K.
  • WealthSource Partners first reported a position in Service Properties Trust in Q2 2016 and held it in 1 quarter.
  • WealthSource Partners's Service Properties Trust position peaked at $203K in Q2 2016.
  • 351 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2016.

Based on WealthSource Partners's 13F filing for Q3 2016, filed 2 Nov 2016.