DWM
MPT

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

Destination 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
-266
Closed -$4K – 639
2018
Q3 		$4K Buy
+266
New +$3.88K ﹤0.01% 531
2017
Q2 		– Sell
-10,624
Closed -$137K – 161
2017
Q1 		$137K Sell
10,624
-3,200
-23% -$40.9K 0.01% 156
2016
Q4 		$170K Buy
+13,824
New +$179K 0.01% 165

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

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

Destination Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2018, closing a stake of 266 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in MPT in Q4 2016 and held it in 3 quarters. The position peaked at $170K in Q4 2016. 419 funds tracked by Wall St. Rank hold MPT as of Q4 2018.

  • Destination Wealth Management reported no remaining Medical Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 266 Medical Properties Trust shares in Q4 2018, an estimated $4K.
  • Destination Wealth Management first reported a position in Medical Properties Trust in Q4 2016 and held it in 3 quarters.
  • Destination Wealth Management's Medical Properties Trust position peaked at $170K in Q4 2016.
  • 419 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.