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 $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return