LA
SVC

Lucus Advisors’s Service Properties Trust SVC Stock Holding History

Lucus Advisors’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
Q1 		$228K Buy
+1,801
New +$242K 0.4% 52

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lucus Advisors's SVC Position: Q1 2018 in Review

Lucus Advisors opened a new position in Service Properties Trust (SVC) in Q1 2018: 1,801 shares worth $228K. The stake represents 0.4% of the portfolio and ranks #52 among its holdings.

345 funds tracked by Wall St. Rank hold SVC as of Q1 2018.

  • Lucus Advisors held 1,801 shares of Service Properties Trust worth $228K as of Q1 2018.
  • Service Properties Trust was a new Lucus Advisors position in Q1 2018.
  • Service Properties Trust made up 0.4% of Lucus Advisors's portfolio in Q1 2018, its #52 holding.
  • 345 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.