BBA
SVC

Braun-Bostich & Associates’s Service Properties Trust SVC Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-5,381
Closed -$214K – 193
2020
Q3 		$214K Buy
5,381
+1,678
+45% +$63.9K 0.21% 86
2020
Q2 		$131K Hold
3,703
– – 0.13% 90
2020
Q1 		$97K Hold
3,703
– – 0.12% 101
2019
Q4 		$443K Buy
3,703
+658
+22% +$80.1K 0.44% 51
2019
Q3 		$393K Hold
3,045
– – 0.46% 47
2019
Q2 		$381K Hold
3,045
– – 0.4% 44
2019
Q1 		$401K Hold
3,045
– – 0.42% 61
2018
Q4 		$364K Buy
3,045
+458
+18% +$59.8K 0.39% 83
2018
Q3 		$373K Hold
2,587
– – 0.36% 81
2018
Q2 		$370K Hold
2,587
– – 0.37% 83
2018
Q1 		$328K Buy
2,587
+415
+19% +$55.8K 0.28% 97
2017
Q4 		$324K Buy
+2,172
New +$319K 0.27% 98

Other funds holding SVC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
1SP
140 Summer Partners New York $1.13B AUM 47.44% 1-Year Est. Return