MWAC
MPT

Mariner Wealth Advisors (Cincinnati)’s Medical Properties Trust MPT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		– Sell
-10,000
Closed -$140K – 301
2018
Q2 		$140K Buy
+10,000
New +$132K 0.01% 293

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MPT Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Medical Properties Trust (MPT) in Q3 2018, closing a stake of 10,000 shares — an estimated $140K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MPT in Q2 2018 and held it in 1 quarter. The position peaked at $140K in Q2 2018. 370 funds tracked by Wall St. Rank hold MPT as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Medical Properties Trust position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 10,000 Medical Properties Trust shares in Q3 2018, an estimated $140K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Medical Properties Trust in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Medical Properties Trust position peaked at $140K in Q2 2018.
  • 370 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.