HFA
SVC

HC Financial Advisors’s Service Properties Trust SVC Stock Holding History

HC Financial Advisors’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
-120
Closed -$5K – 395
2020
Q3 		$5K Hold
120
– – ﹤0.01% 319
2020
Q2 		$4K Hold
120
– – ﹤0.01% 305
2020
Q1 		$3K Buy
+120
New +$10.8K ﹤0.01% 345

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
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

HC Financial Advisors's SVC Position: Q4 2020 in Review

HC Financial Advisors sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 120 shares — an estimated $5K sold.

HC Financial Advisors first reported a position in SVC in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

  • HC Financial Advisors reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 120 Service Properties Trust shares in Q4 2020, an estimated $5K.
  • HC Financial Advisors first reported a position in Service Properties Trust in Q1 2020 and held it in 3 quarters.
  • HC Financial Advisors's Service Properties Trust position peaked at $5K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.