Avantax Planning Partners’s Service Properties Trust SVC Stock Holding History

Avantax Planning 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 Q2	–	Sell	-1,144	Closed	-$145K	–	1317
2018 Q1	$145K	Sell	1,144 -386	-25%	-$51.9K	0.01%	344
2017 Q4	$228K	Sell	1,530 -91	-6%	-$13.4K	0.02%	278
2017 Q3	$231K	Buy	1,621 +84	+5%	+$11.8K	0.02%	336
2017 Q2	$224K	Buy	1,537 +22	+1%	+$3.36K	0.02%	312
2017 Q1	$239K	Sell	1,515 -60	-4%	-$9.4K	0.02%	278
2016 Q4	$250K	Buy	+1,575	New	+$228K	0.03%	255

Other funds holding SVC

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Avantax Planning Partners's SVC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Service Properties Trust (SVC) in Q2 2018, closing a stake of 1,144 shares — an estimated $145K sold.

Avantax Planning Partners first reported a position in SVC in Q4 2016 and held it in 6 quarters. The position peaked at $250K in Q4 2016. 356 funds tracked by Wall St. Rank hold SVC as of Q2 2018.

Avantax Planning Partners reported no remaining Service Properties Trust position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,144 Service Properties Trust shares in Q2 2018, an estimated $145K.
Avantax Planning Partners first reported a position in Service Properties Trust in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's Service Properties Trust position peaked at $250K in Q4 2016.
356 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.