CAI
MPT

Capital Advisors Inc’s Medical Properties Trust MPT Stock Holding History

Capital Advisors Inc’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
Q2 		– Sell
-48,352
Closed -$836K – 200
2020
Q1 		$836K Sell
48,352
-809,633
-94% -$16.9M 0.05% 96
2019
Q4 		$18.1M Buy
857,985
+179,801
+27% +$3.64M 0.79% 42
2019
Q3 		$11.8M Hold
678,184
– – 0.58% 57
2019
Q2 		$11.8M Buy
678,184
+513,292
+311% +$9.24M 0.58% 57
2019
Q1 		$3.05M Sell
164,892
-493,600
-75% -$8.8M 0.33% 55
2018
Q4 		$10.6M Buy
658,492
+27,070
+4% +$428K 0.69% 45
2018
Q3 		$9.41M Buy
+631,422
New +$9.21M 0.56% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Advisors Inc's MPT Position: Q2 2020 in Review

Capital Advisors Inc sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 48,352 shares — an estimated $836K sold.

Capital Advisors Inc first reported a position in MPT in Q3 2018 and held it in 7 quarters. The position peaked at $18.1M in Q4 2019. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Capital Advisors Inc reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Advisors Inc sold 48,352 Medical Properties Trust shares in Q2 2020, an estimated $836K.
  • Capital Advisors Inc first reported a position in Medical Properties Trust in Q3 2018 and held it in 7 quarters.
  • Capital Advisors Inc's Medical Properties Trust position peaked at $18.1M in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Capital Advisors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.