Bruderman Asset Management’s Service Properties Trust SVC Stock Holding History

Bruderman Asset Management’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	-303	Closed	-$40K	–	504
2019 Q1	$40K	Hold	303	–	–	0.01%	295
2018 Q4	$36K	Buy	303 +16	+6%	+$2.09K	0.01%	280
2018 Q3	$41K	Hold	287	–	–	0.01%	209
2018 Q2	$41K	Hold	287	–	–	0.01%	217
2018 Q1	$36K	Buy	+287	New	+$38.6K	0.01%	232
2017 Q3	–	Sell	-287	Closed	-$42K	–	289
2017 Q2	$42K	Buy	+287	New	+$43.8K	0.01%	227
2017 Q1	–	Sell	-251	Closed	-$40K	–	286
2016 Q4	$40K	Buy	251 +6	+2%	+$870	0.01%	222
2016 Q3	$36K	Buy	+245	New	+$37.4K	0.01%	240
2015 Q3	–	Sell	-705	Closed	-$101K	–	450
2015 Q2	$101K	Hold	705	–	–	0.04%	151
2015 Q1	$115K	Buy	+705	New	+$113K	0.04%	141

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

Bruderman Asset Management's SVC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Service Properties Trust (SVC) in Q2 2019, closing a stake of 303 shares — an estimated $40K sold.

Bruderman Asset Management first reported a position in SVC in Q1 2015 and held it in 10 quarters. The position peaked at $115K in Q1 2015. 364 funds tracked by Wall St. Rank hold SVC as of Q2 2019.

Bruderman Asset Management reported no remaining Service Properties Trust position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 303 Service Properties Trust shares in Q2 2019, an estimated $40K.
Bruderman Asset Management first reported a position in Service Properties Trust in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's Service Properties Trust position peaked at $115K in Q1 2015.
364 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.