NFG
MPT

Nations Financial Group’s Medical Properties Trust MPT Stock Holding History

Nations Financial Group’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
2021
Q1 		– Sell
-12,006
Closed -$262K – 361
2020
Q4 		$262K Sell
12,006
-359
-3% -$7K 0.07% 278
2020
Q3 		$218K Buy
12,365
+315
+3% +$5.86K 0.07% 264
2020
Q2 		$227K Sell
12,050
-1,475
-11% -$26.1K 0.08% 242
2020
Q1 		$234K Sell
13,525
-512
-4% -$10.7K 0.1% 227
2019
Q4 		$296K Sell
14,037
-202
-1% -$4.09K 0.1% 233
2019
Q3 		$295K Buy
+14,239
New +$262K 0.11% 233

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nations Financial Group's MPT Position: Q1 2021 in Review

Nations Financial Group sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 12,006 shares — an estimated $262K sold.

Nations Financial Group first reported a position in MPT in Q3 2019 and held it in 6 quarters. The position peaked at $296K in Q4 2019. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • Nations Financial Group reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • Nations Financial Group sold 12,006 Medical Properties Trust shares in Q1 2021, an estimated $262K.
  • Nations Financial Group first reported a position in Medical Properties Trust in Q3 2019 and held it in 6 quarters.
  • Nations Financial Group's Medical Properties Trust position peaked at $296K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on Nations Financial Group's 13F filing for Q1 2021, filed 14 May 2021.