GBBWRPM
MPT

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Medical Properties Trust MPT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 		– Sell
-1,100
Closed -$15K – 256
2018
Q2 		$15K Hold
1,100
– – 0.01% 282
2018
Q1 		$14K Hold
1,100
– – 0.01% 291
2017
Q4 		$15K Buy
+1,100
New +$14.9K 0.04% 161

Other funds holding MPT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's MPT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Medical Properties Trust (MPT) in Q3 2018, closing a stake of 1,100 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MPT in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 370 funds tracked by Wall St. Rank hold MPT as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Medical Properties Trust position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,100 Medical Properties Trust shares in Q3 2018, an estimated $15K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Medical Properties Trust in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Medical Properties Trust position peaked at $15K in Q2 2018.
  • 370 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.