JA
MPT

JOYN Advisors’s Medical Properties Trust MPT Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-3,426
Closed -$55K – 904
2018
Q4 		$55K Sell
3,426
-157
-4% -$2.48K 0.01% 315
2018
Q3 		$53K Sell
3,583
-241
-6% -$3.52K 0.01% 375
2018
Q2 		$54K Sell
3,824
-2,953
-44% -$39.1K 0.01% 371
2018
Q1 		$88K Buy
+6,777
New +$86.8K 0.02% 314

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

JOYN Advisors's MPT Position: Q1 2019 in Review

JOYN Advisors sold out of Medical Properties Trust (MPT) in Q1 2019, closing a stake of 3,426 shares — an estimated $55K sold.

JOYN Advisors first reported a position in MPT in Q1 2018 and held it in 4 quarters. The position peaked at $88K in Q1 2018. 468 funds tracked by Wall St. Rank hold MPT as of Q1 2019.

  • JOYN Advisors reported no remaining Medical Properties Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 3,426 Medical Properties Trust shares in Q1 2019, an estimated $55K.
  • JOYN Advisors first reported a position in Medical Properties Trust in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Medical Properties Trust position peaked at $88K in Q1 2018.
  • 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.