Destination Wealth Management’s Service Properties Trust SVC Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-318	Closed	-$40K	–	457
2019 Q2	$40K	Hold	318	–	–	﹤0.01%	303
2019 Q1	$42K	Hold	318	–	–	﹤0.01%	287
2018 Q4	$38K	Sell	318 -6	-2%	-$784	﹤0.01%	290
2018 Q3	$47K	Buy	324 +6	+2%	+$860	﹤0.01%	298
2018 Q2	$46K	Hold	318	–	–	﹤0.01%	263
2018 Q1	$40K	Buy	+318	New	+$42.8K	﹤0.01%	278

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Destination Wealth Management's SVC Position: Q3 2019 in Review

Destination Wealth Management sold out of Service Properties Trust (SVC) in Q3 2019, closing a stake of 318 shares — an estimated $40K sold.

Destination Wealth Management first reported a position in SVC in Q1 2018 and held it in 6 quarters. The position peaked at $47K in Q3 2018. 347 funds tracked by Wall St. Rank hold SVC as of Q3 2019.

Destination Wealth Management reported no remaining Service Properties Trust position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 318 Service Properties Trust shares in Q3 2019, an estimated $40K.
Destination Wealth Management first reported a position in Service Properties Trust in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Service Properties Trust position peaked at $47K in Q3 2018.
347 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.