CIA
MPT

CSat Investment Advisory’s Medical Properties Trust MPT Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-1,911
Closed -$34K – 784
2020
Q3 		$34K Buy
1,911
+275
+17% +$5.12K ﹤0.01% 735
2020
Q2 		$31K Sell
1,636
-133
-8% -$2.35K ﹤0.01% 741
2020
Q1 		$31K Buy
1,769
+304
+21% +$6.36K 0.01% 644
2019
Q4 		$31K Buy
1,465
+182
+14% +$3.68K 0.01% 683
2019
Q3 		$25K Buy
1,283
+221
+21% +$4.06K 0.01% 669
2019
Q2 		$19K Buy
+1,062
New +$19.1K 0.01% 700

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's MPT Position: Q4 2020 in Review

CSat Investment Advisory sold out of Medical Properties Trust (MPT) in Q4 2020, closing a stake of 1,911 shares — an estimated $34K sold.

CSat Investment Advisory first reported a position in MPT in Q2 2019 and held it in 6 quarters. The position peaked at $34K in Q3 2020. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

  • CSat Investment Advisory reported no remaining Medical Properties Trust position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,911 Medical Properties Trust shares in Q4 2020, an estimated $34K.
  • CSat Investment Advisory first reported a position in Medical Properties Trust in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Medical Properties Trust position peaked at $34K in Q3 2020.
  • 537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.