CFG
MPT

Capstone Financial Group’s Medical Properties Trust MPT Stock Holding History

Capstone Financial 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
2020
Q2 		– Sell
-1,268
Closed -$22K – 156
2020
Q1 		$22K Hold
1,268
– – 0.02% 132
2019
Q4 		$27K Buy
+1,268
New +$25.7K 0.03% 138

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

Capstone Financial Group's MPT Position: Q2 2020 in Review

Capstone Financial Group sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 1,268 shares — an estimated $22K sold.

Capstone Financial Group first reported a position in MPT in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Capstone Financial Group reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Group sold 1,268 Medical Properties Trust shares in Q2 2020, an estimated $22K.
  • Capstone Financial Group first reported a position in Medical Properties Trust in Q4 2019 and held it in 2 quarters.
  • Capstone Financial Group's Medical Properties Trust position peaked at $27K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Capstone Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.