AG
SVC

Advisor Group’s Service Properties Trust SVC Stock Holding History

Advisor Group’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 		$344K Buy
2,818
+297
+12% +$36.2K ﹤0.01% 1952
2019
Q3 		$325K Buy
2,521
+276
+12% +$34.2K ﹤0.01% 1935
2019
Q2 		$281K Sell
2,245
-51
-2% -$6.54K ﹤0.01% 2048
2019
Q1 		$302K Buy
2,296
+482
+27% +$63.6K ﹤0.01% 1965
2018
Q4 		$217K Buy
1,814
+273
+18% +$35.7K ﹤0.01% 2031
2018
Q3 		$223K Buy
1,541
+643
+72% +$92.2K ﹤0.01% 2074
2018
Q2 		$128K Sell
898
-184
-17% -$24.9K ﹤0.01% 2327
2018
Q1 		$136K Sell
1,082
-64
-6% -$8.61K ﹤0.01% 2289
2017
Q4 		$171K Buy
1,146
+74
+7% +$10.9K ﹤0.01% 2139
2017
Q3 		$152K Sell
1,072
-13
-1% -$1.83K ﹤0.01% 2064
2017
Q2 		$159K Sell
1,085
-367
-25% -$56K ﹤0.01% 1954
2017
Q1 		$229K Buy
1,452
+205
+16% +$32.1K ﹤0.01% 1555
2016
Q4 		$198K Buy
1,247
+16
+1% +$2.32K ﹤0.01% 1557
2016
Q3 		$183K Sell
1,231
-340
-22% -$51.8K ﹤0.01% 1582
2016
Q2 		$222K Buy
+1,571
New +$207K 0.01% 1392

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisor Group's SVC Position: Q4 2019 in Review

Advisor Group increased its Service Properties Trust (SVC) stake by 12% in Q4 2019, buying an estimated $36.2K and bringing the position to 2,818 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Advisor Group first reported a position in SVC in Q2 2016 and has held it in 15 quarters since. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • Advisor Group held 2,818 shares of Service Properties Trust worth $344K as of Q4 2019.
  • Advisor Group bought 297 Service Properties Trust shares in Q4 2019, an estimated $36.2K.
  • Service Properties Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1952 holding.
  • Advisor Group first reported a position in Service Properties Trust in Q2 2016 and has held it in 15 quarters since.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.