KA
SVC

Klingman & Associates’s Service Properties Trust SVC Stock Holding History

Klingman & Associates’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
2015
Q4 		– Sell
-76
Closed -$9K – 426
2015
Q3 		$9K Buy
+76
New +$10.3K ﹤0.01% 319

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Klingman & Associates's SVC Position: Q4 2015 in Review

Klingman & Associates sold out of Service Properties Trust (SVC) in Q4 2015, closing a stake of 76 shares — an estimated $9K sold.

Klingman & Associates first reported a position in SVC in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 347 funds tracked by Wall St. Rank hold SVC as of Q4 2015.

  • Klingman & Associates reported no remaining Service Properties Trust position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 76 Service Properties Trust shares in Q4 2015, an estimated $9K.
  • Klingman & Associates first reported a position in Service Properties Trust in Q3 2015 and held it in 1 quarter.
  • Klingman & Associates's Service Properties Trust position peaked at $9K in Q3 2015.
  • 347 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.