SBIA
SVC

Sheaff Brock Investment Advisors’s Service Properties Trust SVC Stock Holding History

Sheaff Brock 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
2021
Q4 		– Sell
-3,362
Closed -$188K – 582
2021
Q3 		$188K Sell
3,362
-420
-11% -$23.9K 0.01% 505
2021
Q2 		$238K Sell
3,782
-700
-16% -$43.4K 0.02% 421
2021
Q1 		$266K Sell
4,482
-246
-5% -$14.8K 0.02% 375
2020
Q4 		$272K Sell
4,728
-119
-2% -$6.05K 0.02% 356
2020
Q3 		$193K Buy
4,847
+43
+0.9% +$1.64K 0.02% 397
2020
Q2 		$170K Sell
4,804
-67
-1% -$2.33K 0.02% 397
2020
Q1 		$132K Sell
4,871
-36,434
-88% -$3.27M 0.02% 361
2019
Q4 		$5.03M Buy
41,305
+693
+2% +$84.4K 0.49% 44
2019
Q3 		$5.24M Sell
40,612
-183
-0.4% -$22.6K 0.57% 38
2019
Q2 		$5.1M Buy
40,795
+293
+0.7% +$37.6K 0.55% 38
2019
Q1 		$5.33M Sell
40,502
-350
-0.9% -$46.2K 0.65% 37
2018
Q4 		$4.88M Buy
40,852
+546
+1% +$71.3K 0.77% 32
2018
Q3 		$5.81M Buy
40,306
+25
+0.1% +$3.58K 0.55% 36
2018
Q2 		$5.76M Buy
40,281
+673
+2% +$90.9K 0.56% 34
2018
Q1 		$5.02M Buy
39,608
+2,429
+7% +$327K 0.52% 41
2017
Q4 		$5.55M Buy
37,179
+269
+0.7% +$39.5K 0.72% 34
2017
Q3 		$5.26M Buy
36,910
+506
+1% +$71.3K 0.69% 37
2017
Q2 		$5.31M Buy
36,404
+1,408
+4% +$215K 0.7% 35
2017
Q1 		$5.52M Buy
34,996
+30
+0.1% +$4.7K 0.72% 34
2016
Q4 		$5.55M Sell
34,966
-779
-2% -$113K 0.7% 34
2016
Q3 		$5.31M Sell
35,745
-4,194
-11% -$640K 0.71% 30
2016
Q2 		$5.75M Sell
39,939
-2,355
-6% -$310K 0.73% 30
2016
Q1 		$5.62M Sell
42,294
-2,526
-6% -$307K 0.69% 30
2015
Q4 		$5.86M Buy
+44,820
New +$6.02M 0.66% 29

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's SVC Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2021, closing a stake of 3,362 shares — an estimated $188K sold.

Sheaff Brock Investment Advisors first reported a position in SVC in Q4 2015 and held it in 24 quarters. The position peaked at $5.86M in Q4 2015. 252 funds tracked by Wall St. Rank hold SVC as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Service Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,362 Service Properties Trust shares in Q4 2021, an estimated $188K.
  • Sheaff Brock Investment Advisors first reported a position in Service Properties Trust in Q4 2015 and held it in 24 quarters.
  • Sheaff Brock Investment Advisors's Service Properties Trust position peaked at $5.86M in Q4 2015.
  • 252 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.