WFG Advisors’s Service Properties Trust SVC Stock Holding History

WFG 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
2017 Q2	$20K	Buy	137 +27	+25%	+$4.12K	﹤0.01%	966
2017 Q1	$17K	Sell	110 -5,231	-98%	-$819K	﹤0.01%	929
2016 Q4	$848K	Buy	5,341 +2,097	+65%	+$304K	0.21%	119
2016 Q3	$482K	Buy	3,244 +2,962	+1,050%	+$452K	0.12%	185
2016 Q2	$41K	Buy	282 +182	+182%	+$24K	0.01%	740
2016 Q1	$13K	Hold	100	–	–	﹤0.01%	993
2015 Q4	$13K	Sell	100 -1	-1%	-$134	﹤0.01%	1019
2015 Q3	$13K	Hold	101	–	–	﹤0.01%	1028
2015 Q2	$14K	Sell	101 -23	-19%	-$3.5K	﹤0.01%	1094
2015 Q1	$20K	Hold	124	–	–	0.01%	991
2014 Q4	$19K	Hold	124	–	–	﹤0.01%	1248
2014 Q3	$16K	Buy	124 +23	+23%	+$3.33K	﹤0.01%	1356
2014 Q2	$15K	Sell	101 -106	-51%	-$15.5K	﹤0.01%	1372
2014 Q1	$29K	Buy	207 +2	+1%	+$266	0.01%	1113
2013 Q4	$27K	Buy	205 +2	+1%	+$278	﹤0.01%	1227
2013 Q3	$29K	Buy	203 +2	+1%	+$277	﹤0.01%	1122
2013 Q2	$26K	Buy	+201	New	+$28.3K	﹤0.01%	1117

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

WFG Advisors's SVC Position: Q2 2017 in Review

WFG Advisors increased its Service Properties Trust (SVC) stake by 25% in Q2 2017, buying an estimated $4.12K and bringing the position to 137 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

WFG Advisors first reported a position in SVC in Q2 2013 and has held it in 17 quarters since. The position peaked at $848K in Q4 2016. 353 funds tracked by Wall St. Rank hold SVC as of Q2 2017.

WFG Advisors held 137 shares of Service Properties Trust worth $20K as of Q2 2017.
WFG Advisors bought 27 Service Properties Trust shares in Q2 2017, an estimated $4.12K.
Service Properties Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #966 holding.
WFG Advisors first reported a position in Service Properties Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Service Properties Trust position peaked at $848K in Q4 2016.
353 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.