RIA
SVC

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

Realta 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
2020
Q1 		– Sell
-165
Closed -$18K – 1252
2019
Q4 		$18K Buy
165
+80
+94% +$9.74K ﹤0.01% 966
2019
Q3 		$12K Hold
85
– – ﹤0.01% 1070
2019
Q2 		$11K Hold
85
– – ﹤0.01% 1112
2019
Q1 		$12K Buy
+85
New +$11.2K 0.01% 877

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Realta Investment Advisors's SVC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Service Properties Trust (SVC) in Q1 2020, closing a stake of 165 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in SVC in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 316 funds tracked by Wall St. Rank hold SVC as of Q1 2020.

  • Realta Investment Advisors reported no remaining Service Properties Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 165 Service Properties Trust shares in Q1 2020, an estimated $18K.
  • Realta Investment Advisors first reported a position in Service Properties Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Service Properties Trust position peaked at $18K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.