UCFA
SVC

United Capital Financial Advisors’s Service Properties Trust SVC Stock Holding History

United Capital Financial 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
Q3 		– Sell
-4,000
Closed -$500K – 1471
2019
Q2 		$500K Sell
4,000
-349
-8% -$44.8K ﹤0.01% 1049
2019
Q1 		$572K Buy
4,349
+244
+6% +$32.2K ﹤0.01% 937
2018
Q4 		$490K Sell
4,105
-2,750
-40% -$359K ﹤0.01% 925
2018
Q3 		$988K Sell
6,855
-113
-2% -$16.2K 0.01% 786
2018
Q2 		$997K Sell
6,968
-156
-2% -$21.1K 0.01% 766
2018
Q1 		$903K Buy
7,124
+233
+3% +$31.3K 0.01% 795
2017
Q4 		$1.03M Sell
6,891
-681
-9% -$100K 0.01% 774
2017
Q3 		$1.08M Sell
7,572
-780
-9% -$110K 0.01% 758
2017
Q2 		$1.22M Buy
8,352
+474
+6% +$72.4K 0.01% 713
2017
Q1 		$1.24M Buy
7,878
+768
+11% +$120K 0.01% 689
2016
Q4 		$1.13M Buy
7,110
+329
+5% +$47.7K 0.01% 723
2016
Q3 		$1.01M Sell
6,781
-189
-3% -$28.8K 0.01% 771
2016
Q2 		$1.01M Buy
6,970
+306
+5% +$40.3K 0.01% 732
2016
Q1 		$885K Buy
6,664
+1,219
+22% +$148K 0.01% 723
2015
Q4 		$712K Buy
5,445
+1,785
+49% +$240K 0.01% 783
2015
Q3 		$465K Buy
3,660
+783
+27% +$106K 0.01% 916
2015
Q2 		$412K Buy
2,877
+97
+3% +$14.7K ﹤0.01% 984
2015
Q1 		$415K Buy
2,780
+140
+5% +$22.3K 0.01% 976
2014
Q4 		$406K Buy
2,640
+517
+24% +$76.2K 0.01% 890
2014
Q3 		$283K Buy
+2,123
New +$307K ﹤0.01% 946

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Capital Financial Advisors's SVC Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Service Properties Trust (SVC) in Q3 2019, closing a stake of 4,000 shares — an estimated $500K sold.

United Capital Financial Advisors first reported a position in SVC in Q3 2014 and held it in 20 quarters. The position peaked at $1.24M in Q1 2017. 347 funds tracked by Wall St. Rank hold SVC as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Service Properties Trust position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,000 Service Properties Trust shares in Q3 2019, an estimated $500K.
  • United Capital Financial Advisors first reported a position in Service Properties Trust in Q3 2014 and held it in 20 quarters.
  • United Capital Financial Advisors's Service Properties Trust position peaked at $1.24M in Q1 2017.
  • 347 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.