BPM
MPT

Bowling Portfolio Management’s Medical Properties Trust MPT Stock Holding History

Bowling Portfolio 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
2017
Q2 		– Sell
-48,833
Closed -$629K – 392
2017
Q1 		$629K Buy
48,833
+18,030
+59% +$231K 0.1% 243
2016
Q4 		$379K Buy
30,803
+7,835
+34% +$101K 0.06% 263
2016
Q3 		$339K Buy
+22,968
New +$348K 0.05% 259

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

Bowling Portfolio Management's MPT Position: Q2 2017 in Review

Bowling Portfolio Management sold out of Medical Properties Trust (MPT) in Q2 2017, closing a stake of 48,833 shares — an estimated $629K sold.

Bowling Portfolio Management first reported a position in MPT in Q3 2016 and held it in 3 quarters. The position peaked at $629K in Q1 2017. 344 funds tracked by Wall St. Rank hold MPT as of Q2 2017.

  • Bowling Portfolio Management reported no remaining Medical Properties Trust position as of Q2 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 48,833 Medical Properties Trust shares in Q2 2017, an estimated $629K.
  • Bowling Portfolio Management first reported a position in Medical Properties Trust in Q3 2016 and held it in 3 quarters.
  • Bowling Portfolio Management's Medical Properties Trust position peaked at $629K in Q1 2017.
  • 344 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2017.

Based on Bowling Portfolio Management's 13F filing for Q2 2017, filed 27 Jul 2017.