EWM
SVC

Edge Wealth Management’s Service Properties Trust SVC Stock Holding History

Edge Wealth 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
2017
Q1 		– Sell
-155
Closed -$25K – 537
2016
Q4 		$25K Hold
155
– – 0.01% 249
2016
Q3 		$23K Sell
155
-3
-2% -$457 0.01% 260
2016
Q2 		$23K Buy
158
+155
+5,167% +$20.4K 0.01% 243
2016
Q1 		$1K Hold
3
– – ﹤0.01% 421
2015
Q4 		$1K Hold
3
– – ﹤0.01% 435
2015
Q3 		$1K Hold
3
– – ﹤0.01% 438
2015
Q2 		$0 Hold
3
– – ﹤0.01% 450
2015
Q1 		$1K Buy
+3
New +$479 ﹤0.01% 421

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Edge Wealth Management's SVC Position: Q1 2017 in Review

Edge Wealth Management sold out of Service Properties Trust (SVC) in Q1 2017, closing a stake of 155 shares — an estimated $25K sold.

Edge Wealth Management first reported a position in SVC in Q1 2015 and held it in 8 quarters. The position peaked at $25K in Q4 2016. 361 funds tracked by Wall St. Rank hold SVC as of Q1 2017.

  • Edge Wealth Management reported no remaining Service Properties Trust position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 155 Service Properties Trust shares in Q1 2017, an estimated $25K.
  • Edge Wealth Management first reported a position in Service Properties Trust in Q1 2015 and held it in 8 quarters.
  • Edge Wealth Management's Service Properties Trust position peaked at $25K in Q4 2016.
  • 361 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.