AIA
MPT

Affinity Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Affinity Investment Advisors’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-19,266
Closed -$253K – 187
2017
Q3 		$253K Hold
19,266
– – 0.03% 154
2017
Q2 		$248K Sell
19,266
-142
-0.7% -$1.89K 0.03% 138
2017
Q1 		$250K Buy
+19,408
New +$248K 0.02% 167

Other funds holding MPT

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Affinity Investment Advisors's MPT Position: Q4 2017 in Review

Affinity Investment Advisors sold out of Medical Properties Trust (MPT) in Q4 2017, closing a stake of 19,266 shares — an estimated $253K sold.

Affinity Investment Advisors first reported a position in MPT in Q1 2017 and held it in 3 quarters. The position peaked at $253K in Q3 2017. 361 funds tracked by Wall St. Rank hold MPT as of Q4 2017.

  • Affinity Investment Advisors reported no remaining Medical Properties Trust position as of Q4 2017 after selling out during the quarter.
  • Affinity Investment Advisors sold 19,266 Medical Properties Trust shares in Q4 2017, an estimated $253K.
  • Affinity Investment Advisors first reported a position in Medical Properties Trust in Q1 2017 and held it in 3 quarters.
  • Affinity Investment Advisors's Medical Properties Trust position peaked at $253K in Q3 2017.
  • 361 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2017.

Based on Affinity Investment Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.