Mariner Wealth Advisors (Cincinnati)’s Service Properties Trust SVC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$666K	Sell	4,622 -3,037	-40%	-$435K	0.04%	163
2018 Q2	$1.1M	Buy	7,659 +1,277	+20%	+$172K	0.06%	128
2018 Q1	$809K	Sell	6,382 -7,090	-53%	-$954K	0.05%	141
2017 Q4	$2.01M	Sell	13,472 -7,560	-36%	-$1.11M	0.12%	90
2017 Q3	$3M	Buy	21,032 +1,900	+10%	+$268K	0.19%	81
2017 Q2	$2.79M	Sell	19,132 -1,040	-5%	-$159K	0.19%	85
2017 Q1	$3.18M	Sell	20,172 -3,860	-16%	-$605K	0.23%	81
2016 Q4	$3.81M	Sell	24,032 -7,560	-24%	-$1.1M	0.3%	77
2016 Q3	$4.7M	Buy	31,592 +1,870	+6%	+$285K	0.4%	64
2016 Q2	$4.28M	Buy	29,722 +3,000	+11%	+$395K	0.38%	67
2016 Q1	$3.55M	Buy	26,722 +1,890	+8%	+$229K	0.35%	66
2015 Q4	$3.25M	Buy	+24,832	New	+$3.34M	0.32%	67

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SVC Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Service Properties Trust (SVC) stake by 40% in Q3 2018, selling an estimated $435K and leaving 4,622 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #163.

Mariner Wealth Advisors (Cincinnati) first reported a position in SVC in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.7M in Q3 2016. 366 funds tracked by Wall St. Rank hold SVC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 4,622 shares of Service Properties Trust worth $666K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 3,037 Service Properties Trust shares in Q3 2018, an estimated $435K.
Service Properties Trust made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #163 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Service Properties Trust in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Service Properties Trust position peaked at $4.7M in Q3 2016.
366 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.