CWM
MPT

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

Cornerstone 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
2018
Q4 		– Sell
-2,620
Closed -$200K – 850
2018
Q3 		$200K Sell
2,620
-5,503
-68% -$80.3K ﹤0.01% 1198
2018
Q2 		$583K Buy
+8,123
New +$108K 0.01% 953

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Wealth Management's MPT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2018, closing a stake of 2,620 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in MPT in Q2 2018 and held it in 2 quarters. The position peaked at $583K in Q2 2018. 419 funds tracked by Wall St. Rank hold MPT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Medical Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,620 Medical Properties Trust shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in Medical Properties Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Medical Properties Trust position peaked at $583K in Q2 2018.
  • 419 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.