LA
MPT

Legacy Advisors’s Medical Properties Trust MPT Stock Holding History

Legacy 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
Q3 		– Sell
-5,000
Closed -$88K – 247
2019
Q2 		$88K Hold
5,000
– – 0.06% 167
2019
Q1 		$93K Buy
+5,000
New +$89.1K 0.03% 161
2018
Q4 		– Sell
-5,000
Closed -$76K – 288
2018
Q3 		$76K Sell
5,000
-200
-4% -$2.92K 0.04% 196
2018
Q2 		$73K Buy
5,200
+5,080
+4,233% +$67.3K 0.05% 157
2018
Q1 		$2K Buy
+120
New +$1.54K ﹤0.01% 349

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Advisors's MPT Position: Q3 2019 in Review

Legacy Advisors sold out of Medical Properties Trust (MPT) in Q3 2019, closing a stake of 5,000 shares — an estimated $88K sold.

Legacy Advisors first reported a position in MPT in Q1 2018 and held it in 5 quarters. The position peaked at $93K in Q1 2019. 454 funds tracked by Wall St. Rank hold MPT as of Q3 2019.

  • Legacy Advisors reported no remaining Medical Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 5,000 Medical Properties Trust shares in Q3 2019, an estimated $88K.
  • Legacy Advisors first reported a position in Medical Properties Trust in Q1 2018 and held it in 5 quarters.
  • Legacy Advisors's Medical Properties Trust position peaked at $93K in Q1 2019.
  • 454 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.