Wealthspire Advisors (Maryland)’s Service Properties Trust SVC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-795	Closed	-$105K	–	1828
2019 Q1	$105K	Sell	795 -13	-2%	-$1.72K	0.01%	626
2018 Q4	$96K	Buy	808 +693	+603%	+$90.5K	0.01%	614
2018 Q3	$17K	Sell	115 -8	-7%	-$1.15K	﹤0.01%	1373
2018 Q2	$18K	Buy	123 +5	+4%	+$675	﹤0.01%	1356
2018 Q1	$15K	Sell	118 -44	-27%	-$5.92K	﹤0.01%	1411
2017 Q4	$24K	Buy	162 +67	+71%	+$9.84K	﹤0.01%	1271
2017 Q3	$13K	Sell	95 -3	-3%	-$423	﹤0.01%	1480
2017 Q2	$14K	Buy	98 +6	+7%	+$916	﹤0.01%	1406
2017 Q1	$14K	Sell	92 -8	-8%	-$1.25K	﹤0.01%	1209
2016 Q4	$16K	Buy	100 +33	+49%	+$4.79K	﹤0.01%	1089
2016 Q3	$16K	Hold	67	–	–	﹤0.01%	1127
2016 Q2	$16K	Sell	67 -2	-3%	-$264	﹤0.01%	1078
2016 Q1	$15K	Hold	69	–	–	﹤0.01%	1079
2015 Q4	$15K	Buy	+69	New	+$9.28K	﹤0.01%	1075

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SVC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Service Properties Trust (SVC) in Q2 2019, closing a stake of 795 shares — an estimated $105K sold.

Wealthspire Advisors (Maryland) first reported a position in SVC in Q4 2015 and held it in 14 quarters. The position peaked at $105K in Q1 2019. 364 funds tracked by Wall St. Rank hold SVC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Service Properties Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 795 Service Properties Trust shares in Q2 2019, an estimated $105K.
Wealthspire Advisors (Maryland) first reported a position in Service Properties Trust in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Service Properties Trust position peaked at $105K in Q1 2019.
364 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.