Gary Goldberg Planning Services’s Medical Properties Trust MPT Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$19K	Hold	1,400	–	–	0.01%	301
2014 Q3	$17K	Hold	1,400	–	–	0.01%	327
2014 Q2	$19K	Hold	1,400	–	–	0.01%	302
2014 Q1	$18K	Hold	1,400	–	–	0.01%	288
2013 Q4	$17K	Hold	1,400	–	–	0.01%	259
2013 Q3	$17K	Hold	1,400	–	–	0.01%	260
2013 Q2	$20K	Buy	+1,400	New	+$22.1K	0.01%	244

Other funds holding MPT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gary Goldberg Planning Services's MPT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Medical Properties Trust (MPT) position steady in Q4 2014 at 1,400 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #301.

Gary Goldberg Planning Services first reported a position in MPT in Q2 2013 and has held it in 7 quarters since. The position peaked at $20K in Q2 2013. 251 funds tracked by Wall St. Rank hold MPT as of Q4 2014.

Gary Goldberg Planning Services held 1,400 shares of Medical Properties Trust worth $19K as of Q4 2014.
Gary Goldberg Planning Services left its Medical Properties Trust share count unchanged in Q4 2014.
Medical Properties Trust made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #301 holding.
Gary Goldberg Planning Services first reported a position in Medical Properties Trust in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Medical Properties Trust position peaked at $20K in Q2 2013.
251 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.