BAM
SVC

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return