IWP
MPT

Icon Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-2,248
Closed -$42K – 546
2019
Q1 		$42K Buy
+2,248
New +$40.1K 0.02% 386
2018
Q4 		– Sell
-12,505
Closed -$186K – 241
2018
Q3 		$186K Buy
12,505
+8,157
+188% +$119K 0.08% 180
2018
Q2 		$61K Buy
+4,348
New +$57.6K 0.03% 332
2018
Q1 		– Sell
-3,944
Closed -$54K – 560
2017
Q4 		$54K Buy
+3,944
New +$53.3K 0.03% 400

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Icon Wealth Partners's MPT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Medical Properties Trust (MPT) in Q2 2019, closing a stake of 2,248 shares — an estimated $42K sold.

Icon Wealth Partners first reported a position in MPT in Q4 2017 and held it in 4 quarters. The position peaked at $186K in Q3 2018. 433 funds tracked by Wall St. Rank hold MPT as of Q2 2019.

  • Icon Wealth Partners reported no remaining Medical Properties Trust position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,248 Medical Properties Trust shares in Q2 2019, an estimated $42K.
  • Icon Wealth Partners first reported a position in Medical Properties Trust in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Medical Properties Trust position peaked at $186K in Q3 2018.
  • 433 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.