LWM
MPT

Lenox Wealth Management’s Medical Properties Trust MPT Stock Holding History

Lenox Wealth 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
2019
Q2 		– Sell
-8
Closed – – 702
2019
Q1 		$0 Buy
+8
New +$143 ﹤0.01% 698

Other funds holding MPT

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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

Lenox Wealth Management's MPT Position: Q2 2019 in Review

Lenox Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2019, closing a stake of 8 shares.

Lenox Wealth Management first reported a position in MPT in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 433 funds tracked by Wall St. Rank hold MPT as of Q2 2019.

  • Lenox Wealth Management reported no remaining Medical Properties Trust position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 8 Medical Properties Trust shares in Q2 2019.
  • Lenox Wealth Management first reported a position in Medical Properties Trust in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Medical Properties Trust position peaked at $0 in Q1 2019.
  • 433 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.