BSW Wealth Partners’s Service Properties Trust SVC Stock Holding History

BSW Wealth 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
2020 Q1	–	Sell	-1,967	Closed	-$239K	–	133
2019 Q4	$239K	Hold	1,967	–	–	0.08%	112
2019 Q3	$252K	Hold	1,967	–	–	0.1%	86
2019 Q2	$246K	Hold	1,967	–	–	0.09%	88
2019 Q1	$259K	Hold	1,967	–	–	0.1%	73
2018 Q4	$235K	Hold	1,967	–	–	0.09%	77
2018 Q3	$284K	Hold	1,967	–	–	0.11%	84
2018 Q2	$281K	Hold	1,967	–	–	0.12%	67
2018 Q1	$249K	Hold	1,967	–	–	0.11%	70
2017 Q4	$294K	Hold	1,967	–	–	0.12%	64
2017 Q3	$280K	Hold	1,967	–	–	0.12%	64
2017 Q2	$287K	Hold	1,967	–	–	0.13%	59
2017 Q1	$310K	Hold	1,967	–	–	0.15%	52
2016 Q4	$312K	Buy	1,967 +1,908	+3,234%	+$277K	0.16%	57
2016 Q3	$10K	Sell	59 -1,941	-97%	-$296K	0.35%	34
2016 Q2	$288K	Hold	2,000	–	–	0.16%	55
2016 Q1	$266K	Hold	2,000	–	–	0.15%	55
2015 Q4	$262K	Sell	2,000 -14	-0.7%	-$1.88K	0.13%	53
2015 Q3	$256K	Hold	2,014	–	–	0.15%	50
2015 Q2	$288K	Hold	2,014	–	–	0.18%	48
2015 Q1	$330K	Hold	2,014	–	–	0.21%	41
2014 Q4	$310K	Hold	2,014	–	–	0.25%	48
2014 Q3	$269K	Hold	2,014	–	–	0.21%	48
2014 Q2	$304K	Hold	2,014	–	–	0.24%	38
2014 Q1	$287K	Hold	2,014	–	–	0.23%	37
2013 Q4	$270K	Hold	2,014	–	–	0.22%	41
2013 Q3	$283K	Hold	2,014	–	–	0.25%	36
2013 Q2	$263K	Buy	+2,014	New	+$284K	0.23%	39

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BSW Wealth Partners's SVC Position: Q1 2020 in Review

BSW Wealth Partners sold out of Service Properties Trust (SVC) in Q1 2020, closing a stake of 1,967 shares — an estimated $239K sold.

BSW Wealth Partners first reported a position in SVC in Q2 2013 and held it in 27 quarters. The position peaked at $330K in Q1 2015. 316 funds tracked by Wall St. Rank hold SVC as of Q1 2020.

BSW Wealth Partners reported no remaining Service Properties Trust position as of Q1 2020 after selling out during the quarter.
BSW Wealth Partners sold 1,967 Service Properties Trust shares in Q1 2020, an estimated $239K.
BSW Wealth Partners first reported a position in Service Properties Trust in Q2 2013 and held it in 27 quarters.
BSW Wealth Partners's Service Properties Trust position peaked at $330K in Q1 2015.
316 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2020.

Based on BSW Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.