GWM
MPT

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

Gupta 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
2016
Q1 		$130K Hold
10,000
– – 0.03% 292
2015
Q4 		$115K Hold
10,000
– – 0.03% 308
2015
Q3 		$111K Hold
10,000
– – 0.03% 330
2015
Q2 		$131K Hold
10,000
– – 0.03% 311
2015
Q1 		$147K Buy
+10,000
New +$149K 0.04% 259

Other funds holding MPT

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Gupta Wealth Management's MPT Position: Q1 2016 in Review

Gupta Wealth Management held its Medical Properties Trust (MPT) position steady in Q1 2016 at 10,000 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #292.

Gupta Wealth Management first reported a position in MPT in Q1 2015 and has held it in 5 quarters since. The position peaked at $147K in Q1 2015. 283 funds tracked by Wall St. Rank hold MPT as of Q1 2016.

  • Gupta Wealth Management held 10,000 shares of Medical Properties Trust worth $130K as of Q1 2016.
  • Gupta Wealth Management left its Medical Properties Trust share count unchanged in Q1 2016.
  • Medical Properties Trust made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #292 holding.
  • Gupta Wealth Management first reported a position in Medical Properties Trust in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Medical Properties Trust position peaked at $147K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.