AOWM
MPT

Alpha Omega Wealth Management’s Medical Properties Trust MPT Stock Holding History

Alpha Omega Wealth Management’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
2016
Q1 		– Sell
-3,560
Closed -$41K – 232
2015
Q4 		$41K Buy
+3,560
New +$40.7K 0.04% 108

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Alpha Omega Wealth Management's MPT Position: Q1 2016 in Review

Alpha Omega Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2016, closing a stake of 3,560 shares — an estimated $41K sold.

Alpha Omega Wealth Management first reported a position in MPT in Q4 2015 and held it in 1 quarter. The position peaked at $41K in Q4 2015. 284 funds tracked by Wall St. Rank hold MPT as of Q1 2016.

  • Alpha Omega Wealth Management reported no remaining Medical Properties Trust position as of Q1 2016 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 3,560 Medical Properties Trust shares in Q1 2016, an estimated $41K.
  • Alpha Omega Wealth Management first reported a position in Medical Properties Trust in Q4 2015 and held it in 1 quarter.
  • Alpha Omega Wealth Management's Medical Properties Trust position peaked at $41K in Q4 2015.
  • 284 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2016.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2016, filed 21 Apr 2016.