CCM
MPT

Coe Capital Management’s Medical Properties Trust MPT Stock Holding History

Coe Capital 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
2020
Q2 		– Sell
-13,934
Closed -$241K – 74
2020
Q1 		$241K Buy
+13,934
New +$291K 0.4% 60

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

Coe Capital Management's MPT Position: Q2 2020 in Review

Coe Capital Management sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 13,934 shares — an estimated $241K sold.

Coe Capital Management first reported a position in MPT in Q1 2020 and held it in 1 quarter. The position peaked at $241K in Q1 2020. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Coe Capital Management reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Coe Capital Management sold 13,934 Medical Properties Trust shares in Q2 2020, an estimated $241K.
  • Coe Capital Management first reported a position in Medical Properties Trust in Q1 2020 and held it in 1 quarter.
  • Coe Capital Management's Medical Properties Trust position peaked at $241K in Q1 2020.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Coe Capital Management's 13F filing for Q2 2020, filed 15 Jul 2020.