ICM
MPT

IMS Capital Management’s Medical Properties Trust MPT Stock Holding History

IMS Capital 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
2014
Q1 		– Sell
-15,000
Closed -$183K – 169
2013
Q4 		$183K Buy
+15,000
New +$192K 0.23% 132

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 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 $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

IMS Capital Management's MPT Position: Q1 2014 in Review

IMS Capital Management sold out of Medical Properties Trust (MPT) in Q1 2014, closing a stake of 15,000 shares — an estimated $183K sold.

IMS Capital Management first reported a position in MPT in Q4 2013 and held it in 1 quarter. The position peaked at $183K in Q4 2013. 244 funds tracked by Wall St. Rank hold MPT as of Q1 2014.

  • IMS Capital Management reported no remaining Medical Properties Trust position as of Q1 2014 after selling out during the quarter.
  • IMS Capital Management sold 15,000 Medical Properties Trust shares in Q1 2014, an estimated $183K.
  • IMS Capital Management first reported a position in Medical Properties Trust in Q4 2013 and held it in 1 quarter.
  • IMS Capital Management's Medical Properties Trust position peaked at $183K in Q4 2013.
  • 244 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2014.

Based on IMS Capital Management's 13F filing for Q1 2014, filed 14 May 2014.