BIG
MPT

Bellwether Investment Group’s Medical Properties Trust MPT Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-2,609
Closed -$34K – 403
2017
Q1 		$34K Sell
2,609
-21,682
-89% -$277K 0.09% 202
2016
Q4 		$299K Buy
+24,291
New +$314K 0.27% 100
2016
Q2 		$329K Buy
+21,609
New +$306K 0.36% 81

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Bellwether Investment Group's MPT Position: Q2 2017 in Review

Bellwether Investment Group sold out of Medical Properties Trust (MPT) in Q2 2017, closing a stake of 2,609 shares — an estimated $34K sold.

Bellwether Investment Group first reported a position in MPT in Q2 2016 and held it in 3 quarters. The position peaked at $329K in Q2 2016. 344 funds tracked by Wall St. Rank hold MPT as of Q2 2017.

  • Bellwether Investment Group reported no remaining Medical Properties Trust position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,609 Medical Properties Trust shares in Q2 2017, an estimated $34K.
  • Bellwether Investment Group first reported a position in Medical Properties Trust in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Medical Properties Trust position peaked at $329K in Q2 2016.
  • 344 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.