FIM
SVC

Foresters Investment Management’s Service Properties Trust SVC Stock Holding History

Foresters Investment 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
2018
Q2 		– Sell
-3,522
Closed -$446K – 403
2018
Q1 		$446K Hold
3,522
– – 0.01% 350
2017
Q4 		$526K Hold
3,522
– – 0.01% 388
2017
Q3 		$502K Hold
3,522
– – 0.01% 381
2017
Q2 		$513K Sell
3,522
-73
-2% -$11.1K 0.01% 368
2017
Q1 		$567K Hold
3,595
– – 0.01% 334
2016
Q4 		$557K Sell
3,595
-24
-0.7% -$3.48K 0.01% 337
2016
Q3 		$538K Hold
3,619
– – 0.01% 323
2016
Q2 		$521K Buy
+3,619
New +$477K 0.01% 322

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return