WEC
SVC

Winslow Evans & Crocker’s Service Properties Trust SVC Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-356
Closed -$13K – 1149
2020
Q2 		$13K Sell
356
-270
-43% -$9.4K ﹤0.01% 691
2020
Q1 		$18K Hold
626
– – 0.01% 597
2019
Q4 		$78K Hold
626
– – 0.02% 430
2019
Q3 		$82K Hold
626
– – 0.02% 428
2019
Q2 		$80K Hold
626
– – 0.02% 441
2019
Q1 		$84K Hold
626
– – 0.02% 411
2018
Q4 		$76K Hold
626
– – 0.03% 406
2018
Q3 		$92K Hold
626
– – 0.03% 385
2018
Q2 		$90K Hold
626
– – 0.03% 388
2018
Q1 		$79.3K Sell
626
-74
-11% -$9.96K 0.03% 395
2017
Q4 		$104K Sell
700
-154
-18% -$22.6K 0.03% 359
2017
Q3 		$122K Hold
854
– – 0.04% 328
2017
Q2 		$124K Hold
854
– – 0.03% 389
2017
Q1 		$135K Sell
854
-52
-6% -$8.14K 0.04% 360
2016
Q4 		$144K Buy
906
+100
+12% +$14.5K 0.04% 340
2016
Q3 		$120K Buy
806
+100
+14% +$15.2K 0.03% 373
2016
Q2 		$102K Sell
706
-228
-24% -$30.1K 0.03% 374
2016
Q1 		$124K Sell
934
-2,288
-71% -$278K 0.04% 328
2015
Q4 		$421K Sell
3,222
-219
-6% -$29.4K 0.12% 183
2015
Q3 		$437K Sell
3,441
-99
-3% -$13.4K 0.14% 155
2015
Q2 		$507K Sell
3,540
-302
-8% -$45.9K 0.14% 167
2015
Q1 		$629K Sell
3,842
-133
-3% -$21.2K 0.18% 129
2014
Q4 		$612K Sell
3,975
-1
-0% -$147 0.17% 132
2014
Q3 		$530K Hold
3,976
– – 0.15% 162
2014
Q2 		$600K Sell
3,976
-123
-3% -$18K 0.2% 126
2014
Q1 		$585K Sell
4,099
-97
-2% -$12.9K 0.2% 125
2013
Q4 		$563K Buy
+4,196
New +$584K 0.19% 130

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 $3.37T AUM 44.26% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Winslow Evans & Crocker's SVC Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 356 shares — an estimated $13K sold.

Winslow Evans & Crocker first reported a position in SVC in Q4 2013 and held it in 27 quarters. The position peaked at $629K in Q1 2015. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 356 Service Properties Trust shares in Q3 2020, an estimated $13K.
  • Winslow Evans & Crocker first reported a position in Service Properties Trust in Q4 2013 and held it in 27 quarters.
  • Winslow Evans & Crocker's Service Properties Trust position peaked at $629K in Q1 2015.
  • 281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.