EWM
MPT

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

Executive 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
2019
Q3 		– Sell
-189
Closed -$3K – 541
2019
Q2 		$3K Hold
189
– – ﹤0.01% 771
2019
Q1 		$3K Hold
189
– – ﹤0.01% 702
2018
Q4 		$3K Buy
+189
New +$2.99K ﹤0.01% 735

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Executive Wealth Management's MPT Position: Q3 2019 in Review

Executive Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2019, closing a stake of 189 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in MPT in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 454 funds tracked by Wall St. Rank hold MPT as of Q3 2019.

  • Executive Wealth Management reported no remaining Medical Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 189 Medical Properties Trust shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Medical Properties Trust in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Medical Properties Trust position peaked at $3K in Q2 2019.
  • 454 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.