BAM
MPT

Barrett Asset Management’s Medical Properties Trust MPT Stock Holding History

Barrett Asset 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
2020
Q1 		– Sell
-35
Closed -$1K – 362
2019
Q4 		$1K Hold
35
– – ﹤0.01% 371
2019
Q3 		$1K Hold
35
– – ﹤0.01% 355
2019
Q2 		$1K Buy
+35
New +$630 ﹤0.01% 364
2017
Q3 		– Sell
-2,000
Closed -$26K – 373
2017
Q2 		$26K Hold
2,000
– – ﹤0.01% 282
2017
Q1 		$26K Hold
2,000
– – ﹤0.01% 266
2016
Q4 		$25K Buy
+2,000
New +$25.9K ﹤0.01% 266

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrett Asset Management's MPT Position: Q1 2020 in Review

Barrett Asset Management sold out of Medical Properties Trust (MPT) in Q1 2020, closing a stake of 35 shares — an estimated $1K sold.

Barrett Asset Management first reported a position in MPT in Q4 2016 and held it in 6 quarters. The position peaked at $26K in Q2 2017. 495 funds tracked by Wall St. Rank hold MPT as of Q1 2020.

  • Barrett Asset Management reported no remaining Medical Properties Trust position as of Q1 2020 after selling out during the quarter.
  • Barrett Asset Management sold 35 Medical Properties Trust shares in Q1 2020, an estimated $1K.
  • Barrett Asset Management first reported a position in Medical Properties Trust in Q4 2016 and held it in 6 quarters.
  • Barrett Asset Management's Medical Properties Trust position peaked at $26K in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2020.

Based on Barrett Asset Management's 13F filing for Q1 2020, filed 20 Apr 2020.