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 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

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

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

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Braun-Bostich & Associates's SVC Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 5,381 shares — an estimated $214K sold.

Braun-Bostich & Associates first reported a position in SVC in Q4 2017 and held it in 12 quarters. The position peaked at $443K in Q4 2019. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

Braun-Bostich & Associates reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 5,381 Service Properties Trust shares in Q4 2020, an estimated $214K.
Braun-Bostich & Associates first reported a position in Service Properties Trust in Q4 2017 and held it in 12 quarters.
Braun-Bostich & Associates's Service Properties Trust position peaked at $443K in Q4 2019.
288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.