Advisor OS’s Service Properties Trust SVC Stock Holding History

Advisor OS’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
2020 Q3	–	Sell	-3,703	Closed	-$131K	–	161
2020 Q2	$131K	Buy	+3,703	New	+$129K	0.08%	137

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor OS's SVC Position: Q3 2020 in Review

Advisor OS sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 3,703 shares — an estimated $131K sold.

Advisor OS first reported a position in SVC in Q2 2020 and held it in 1 quarter. The position peaked at $131K in Q2 2020. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

Advisor OS reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
Advisor OS sold 3,703 Service Properties Trust shares in Q3 2020, an estimated $131K.
Advisor OS first reported a position in Service Properties Trust in Q2 2020 and held it in 1 quarter.
Advisor OS's Service Properties Trust position peaked at $131K in Q2 2020.
281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.