JAM
MPT

Jolley Asset Management’s Medical Properties Trust MPT Stock Holding History

Jolley Asset 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
2020
Q1 		$274K Hold
15,863
– – 0.21% 61
2019
Q4 		$335K Buy
+15,863
New +$321K 0.19% 59

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jolley Asset Management's MPT Position: Q1 2020 in Review

Jolley Asset Management held its Medical Properties Trust (MPT) position steady in Q1 2020 at 15,863 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #61.

Jolley Asset Management first reported a position in MPT in Q4 2019 and has held it in 2 quarters since. The position peaked at $335K in Q4 2019. 495 funds tracked by Wall St. Rank hold MPT as of Q1 2020.

  • Jolley Asset Management held 15,863 shares of Medical Properties Trust worth $274K as of Q1 2020.
  • Jolley Asset Management left its Medical Properties Trust share count unchanged in Q1 2020.
  • Medical Properties Trust made up 0.21% of Jolley Asset Management's portfolio in Q1 2020, its #61 holding.
  • Jolley Asset Management first reported a position in Medical Properties Trust in Q4 2019 and has held it in 2 quarters since.
  • Jolley Asset Management's Medical Properties Trust position peaked at $335K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2020.

Based on Jolley Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.