Telemus Capital’s Service Properties Trust SVC Stock Holding History

Telemus Capital’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
2019 Q4	–	Sell	-2,000	Closed	-$258K	–	410
2019 Q3	$258K	Hold	2,000	–	–	0.02%	333
2019 Q2	$235K	Hold	2,000	–	–	0.02%	330
2019 Q1	$263K	Hold	2,000	–	–	0.02%	360
2018 Q4	$239K	Hold	2,000	–	–	0.02%	362
2018 Q3	$288K	Hold	2,000	–	–	0.02%	370
2018 Q2	$286K	Hold	2,000	–	–	0.02%	368
2018 Q1	$253K	Hold	2,000	–	–	0.02%	374
2017 Q4	$299K	Hold	2,000	–	–	0.02%	359
2017 Q3	$285K	Hold	2,000	–	–	0.03%	281
2017 Q2	$292K	Hold	2,000	–	–	0.03%	299
2017 Q1	$315K	Hold	2,000	–	–	0.03%	269
2016 Q4	$317K	Hold	2,000	–	–	0.04%	249
2016 Q3	$297K	Hold	2,000	–	–	0.03%	274
2016 Q2	$288K	Hold	2,000	–	–	0.04%	276
2016 Q1	$266K	Buy	+2,000	New	+$243K	0.04%	261

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Telemus Capital's SVC Position: Q4 2019 in Review

Telemus Capital sold out of Service Properties Trust (SVC) in Q4 2019, closing a stake of 2,000 shares — an estimated $258K sold.

Telemus Capital first reported a position in SVC in Q1 2016 and held it in 15 quarters. The position peaked at $317K in Q4 2016. 343 funds tracked by Wall St. Rank hold SVC as of Q4 2019.

Telemus Capital reported no remaining Service Properties Trust position as of Q4 2019 after selling out during the quarter.
Telemus Capital sold 2,000 Service Properties Trust shares in Q4 2019, an estimated $258K.
Telemus Capital first reported a position in Service Properties Trust in Q1 2016 and held it in 15 quarters.
Telemus Capital's Service Properties Trust position peaked at $317K in Q4 2016.
343 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2019.

Based on Telemus Capital's 13F filing for Q4 2019, filed 24 Jan 2020.