Optimum Investment Advisors’s Service Properties Trust SVC Stock Holding History

Optimum Investment 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
2019 Q4	–	Sell	-15	Closed	-$2K	–	1018
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	941
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	895
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	955
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	913
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	983
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	1005
2018 Q1	$2K	Buy	+15	New	+$2.02K	﹤0.01%	966
2015 Q1	$30K	Buy	182 +81	+80%	+$12.9K	0.01%	608
2014 Q4	$16K	Hold	101	–	–	0.01%	770
2014 Q3	$13K	Hold	101	–	–	﹤0.01%	726
2014 Q2	$15K	Hold	101	–	–	﹤0.01%	712
2014 Q1	$14K	Hold	101	–	–	0.01%	562
2013 Q4	$14K	Sell	101 -8	-7%	-$1.11K	0.01%	573
2013 Q3	$15K	Buy	+109	New	+$15.1K	0.01%	537

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Optimum Investment Advisors's SVC Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 15 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in SVC in Q3 2013 and held it in 14 quarters. The position peaked at $30K in Q1 2015. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

Optimum Investment Advisors reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 15 Service Properties Trust shares in Q4 2019, an estimated $2K.
Optimum Investment Advisors first reported a position in Service Properties Trust in Q3 2013 and held it in 14 quarters.
Optimum Investment Advisors's Service Properties Trust position peaked at $30K in Q1 2015.
343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.