WCM
SVC

Windsor Capital Management’s Service Properties Trust SVC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-239
Closed -$30K – 396
2015
Q3 		$30K Buy
+239
New +$32.4K 0.02% 214
2014
Q1 		– Sell
-239
Closed -$32K – 271
2013
Q4 		$32K Hold
239
– – 0.02% 214
2013
Q3 		$34K Hold
239
– – 0.02% 213
2013
Q2 		$31K Buy
+239
New +$33.6K 0.02% 214

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Windsor Capital Management's SVC Position: Q4 2015 in Review

Windsor Capital Management sold out of Service Properties Trust (SVC) in Q4 2015, closing a stake of 239 shares — an estimated $30K sold.

Windsor Capital Management first reported a position in SVC in Q2 2013 and held it in 4 quarters. The position peaked at $34K in Q3 2013. 347 funds tracked by Wall St. Rank hold SVC as of Q4 2015.

  • Windsor Capital Management reported no remaining Service Properties Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 239 Service Properties Trust shares in Q4 2015, an estimated $30K.
  • Windsor Capital Management first reported a position in Service Properties Trust in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Service Properties Trust position peaked at $34K in Q3 2013.
  • 347 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.