RIA
SVC

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

Regal 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
2014
Q4 		– Sell
-20
Closed -$3K – 994
2014
Q3 		$3K Hold
20
– – ﹤0.01% 855
2014
Q2 		$3K Hold
20
– – ﹤0.01% 822
2014
Q1 		$3K Hold
20
– – ﹤0.01% 800
2013
Q4 		$3K Hold
20
– – ﹤0.01% 736
2013
Q3 		$3K Hold
20
– – ﹤0.01% 769
2013
Q2 		$3K Buy
+20
New +$2.82K ﹤0.01% 760

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regal Investment Advisors's SVC Position: Q4 2014 in Review

Regal Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2014, closing a stake of 20 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in SVC in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q3 2014. 352 funds tracked by Wall St. Rank hold SVC as of Q4 2014.

  • Regal Investment Advisors reported no remaining Service Properties Trust position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 20 Service Properties Trust shares in Q4 2014, an estimated $3K.
  • Regal Investment Advisors first reported a position in Service Properties Trust in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Service Properties Trust position peaked at $3K in Q3 2014.
  • 352 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.