Howe & Rusling’s Medical Properties Trust MPT Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-700	Closed	-$15K	–	838
2019 Q4	$15K	Hold	700	–	–	﹤0.01%	421
2019 Q3	$14K	Buy	+700	New	+$12.9K	﹤0.01%	428
2018 Q1	–	Hold	0	–	–	–	787
2017 Q3	–	Hold	0	–	–	–	765
2017 Q2	–	Hold	0	–	–	–	825
2017 Q1	–	Hold	0	–	–	–	852
2016 Q4	–	Hold	0	–	–	–	875
2016 Q3	–	Hold	0	–	–	–	871
2016 Q2	–	Hold	0	–	–	–	835
2016 Q1	–	Hold	0	–	–	–	866
2015 Q4	–	Hold	0	–	–	–	839
2015 Q3	–	Hold	0	–	–	–	833
2015 Q2	–	Hold	0	–	–	–	871
2015 Q1	–	Hold	0	–	–	–	780
2014 Q4	–	Hold	0	–	–	–	780

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Howe & Rusling's MPT Position: Q1 2020 in Review

Howe & Rusling sold out of Medical Properties Trust (MPT) in Q1 2020, closing a stake of 700 shares — an estimated $15K sold.

Howe & Rusling first reported a position in MPT in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 495 funds tracked by Wall St. Rank hold MPT as of Q1 2020.

Howe & Rusling reported no remaining Medical Properties Trust position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 700 Medical Properties Trust shares in Q1 2020, an estimated $15K.
Howe & Rusling first reported a position in Medical Properties Trust in Q3 2019 and held it in 2 quarters.
Howe & Rusling's Medical Properties Trust position peaked at $15K in Q4 2019.
495 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.