Financial Architects (New Jersey)’s Medical Properties Trust MPT Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-2,794	Closed	-$53K	–	567
2020 Q2	$53K	Hold	2,794	–	–	0.01%	415
2020 Q1	$48K	Hold	2,794	–	–	0.01%	391
2019 Q4	$59K	Hold	2,794	–	–	0.01%	401
2019 Q3	$55K	Hold	2,794	–	–	0.01%	423
2019 Q2	$49K	Buy	2,794 +1,754	+169%	+$31.6K	0.01%	522
2019 Q1	$19K	Hold	1,040	–	–	﹤0.01%	905
2018 Q4	$17K	Hold	1,040	–	–	﹤0.01%	844
2018 Q3	$16K	Buy	1,040 +250	+32%	+$3.65K	﹤0.01%	983
2018 Q2	$11K	Sell	790 -520	-40%	-$6.89K	﹤0.01%	966
2018 Q1	$17K	Hold	1,310	–	–	﹤0.01%	926
2017 Q4	$18K	Sell	1,310 -300	-19%	-$4.05K	﹤0.01%	990
2017 Q3	$21K	Sell	1,610 -450	-22%	-$5.8K	﹤0.01%	947
2017 Q2	$27K	Hold	2,060	–	–	﹤0.01%	876
2017 Q1	$27K	Buy	2,060 +970	+89%	+$12.4K	﹤0.01%	853
2016 Q4	$14K	Hold	1,090	–	–	﹤0.01%	932
2016 Q3	$16K	Hold	1,090	–	–	﹤0.01%	899
2016 Q2	$17K	Buy	1,090 +300	+38%	+$4.24K	﹤0.01%	835
2016 Q1	$10K	Buy	+790	New	+$9.01K	﹤0.01%	753
2015 Q3	–	Sell	-790	Closed	-$10K	–	637
2015 Q2	$10K	Hold	790	–	–	﹤0.01%	796
2015 Q1	$12K	Hold	790	–	–	﹤0.01%	673
2014 Q4	$11K	Hold	790	–	–	﹤0.01%	649
2014 Q3	$10K	Hold	790	–	–	﹤0.01%	606
2014 Q2	$10K	Buy	+790	New	+$10.5K	﹤0.01%	641
2013 Q4	–	Sell	-1,725	Closed	-$21K	–	400
2013 Q3	$21K	Hold	1,725	–	–	0.01%	384
2013 Q2	$24K	Buy	+1,725	New	+$27.2K	0.02%	324

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s MPT Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Medical Properties Trust (MPT) in Q3 2020, closing a stake of 2,794 shares — an estimated $53K sold.

Financial Architects (New Jersey) first reported a position in MPT in Q2 2013 and held it in 25 quarters. The position peaked at $59K in Q4 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Medical Properties Trust position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,794 Medical Properties Trust shares in Q3 2020, an estimated $53K.
Financial Architects (New Jersey) first reported a position in Medical Properties Trust in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Medical Properties Trust position peaked at $59K in Q4 2019.
511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.