CWM
MPT

Calamos Wealth Management’s Medical Properties Trust MPT Stock Holding History

Calamos 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
2015
Q1 		– Sell
-97,246
Closed -$1.34M – 248
2014
Q4 		$1.34M Buy
97,246
+38,780
+66% +$519K 0.38% 102
2014
Q3 		$717K Buy
58,466
+3,555
+6% +$47.3K 0.21% 157
2014
Q2 		$727K Buy
54,911
+1,075
+2% +$14.3K 0.21% 155
2014
Q1 		$689K Buy
53,836
+5,495
+11% +$70.6K 0.2% 156
2013
Q4 		$591K Buy
48,341
+2,620
+6% +$33.5K 0.18% 165
2013
Q3 		$556K Buy
45,721
+5,520
+14% +$73.7K 0.18% 163
2013
Q2 		$576K Buy
+40,201
New +$634K 0.2% 138

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Calamos Wealth Management's MPT Position: Q1 2015 in Review

Calamos Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2015, closing a stake of 97,246 shares — an estimated $1.34M sold.

Calamos Wealth Management first reported a position in MPT in Q2 2013 and held it in 7 quarters. The position peaked at $1.34M in Q4 2014. 268 funds tracked by Wall St. Rank hold MPT as of Q1 2015.

  • Calamos Wealth Management reported no remaining Medical Properties Trust position as of Q1 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 97,246 Medical Properties Trust shares in Q1 2015, an estimated $1.34M.
  • Calamos Wealth Management first reported a position in Medical Properties Trust in Q2 2013 and held it in 7 quarters.
  • Calamos Wealth Management's Medical Properties Trust position peaked at $1.34M in Q4 2014.
  • 268 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2015.

Based on Calamos Wealth Management's 13F filing for Q1 2015, filed 12 May 2015.