RA
SVC

Rational Advisors’s Service Properties Trust SVC Stock Holding History

Rational 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
-2,060
Closed -$266K – 576
2019
Q3 		$266K Buy
+2,060
New +$255K 0.1% 200
2018
Q2 		– Sell
-1,830
Closed -$232K – 560
2018
Q1 		$232K Buy
+1,830
New +$246K 0.11% 205
2015
Q3 		$1.81M Hold
14,249
– – 0.73% 59
2015
Q2 		$2.04M Buy
14,249
+4,985
+54% +$758K 0.66% 56
2015
Q1 		$1.52M Buy
+9,264
New +$1.48M 0.37% 97
2013
Q4 		$3M Sell
22,388
-62
-0.3% -$8.62K 0.26% 130
2013
Q3 		$3.15M Sell
22,450
-338
-1% -$46.8K 0.24% 126
2013
Q2 		$2.97M Buy
+22,788
New +$3.21M 0.25% 127

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rational Advisors's SVC Position: Q4 2019 in Review

Rational Advisors sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 2,060 shares — an estimated $266K sold.

Rational Advisors first reported a position in SVC in Q2 2013 and held it in 8 quarters. The position peaked at $3.15M in Q3 2013. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

  • Rational Advisors reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Rational Advisors sold 2,060 Service Properties Trust shares in Q4 2019, an estimated $266K.
  • Rational Advisors first reported a position in Service Properties Trust in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's Service Properties Trust position peaked at $3.15M in Q3 2013.
  • 343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Rational Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.