EWM
SVC

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

Evercore 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
2016
Q1 		– Sell
-66
Closed -$9K – 1008
2015
Q4 		$9K Buy
+66
New +$8.87K ﹤0.01% 866

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SVC Position: Q1 2016 in Review

Evercore Wealth Management sold out of Service Properties Trust (SVC) in Q1 2016, closing a stake of 66 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in SVC in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 336 funds tracked by Wall St. Rank hold SVC as of Q1 2016.

  • Evercore Wealth Management reported no remaining Service Properties Trust position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 66 Service Properties Trust shares in Q1 2016, an estimated $9K.
  • Evercore Wealth Management first reported a position in Service Properties Trust in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Service Properties Trust position peaked at $9K in Q4 2015.
  • 336 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.