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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return