OLA
MPT

Oliver Luxxe Assets’s Medical Properties Trust MPT Stock Holding History

Oliver Luxxe Assets’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
Q4 		– Sell
-14,616
Closed -$282K – 135
2019
Q3 		$282K Sell
14,616
-70
-0.5% -$1.29K 0.16% 95
2019
Q2 		$270K Sell
14,686
-1,770
-11% -$31.9K 0.15% 101
2019
Q1 		$305K Buy
16,456
+656
+4% +$11.7K 0.18% 99
2018
Q4 		$254K Buy
15,800
+581
+4% +$9.19K 0.17% 91
2018
Q3 		$217K Buy
+15,219
New +$222K 0.12% 99

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Luxxe Assets's MPT Position: Q4 2019 in Review

Oliver Luxxe Assets sold out of Medical Properties Trust (MPT) in Q4 2019, closing a stake of 14,616 shares — an estimated $282K sold.

Oliver Luxxe Assets first reported a position in MPT in Q3 2018 and held it in 5 quarters. The position peaked at $305K in Q1 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q4 2019.

  • Oliver Luxxe Assets reported no remaining Medical Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Oliver Luxxe Assets sold 14,616 Medical Properties Trust shares in Q4 2019, an estimated $282K.
  • Oliver Luxxe Assets first reported a position in Medical Properties Trust in Q3 2018 and held it in 5 quarters.
  • Oliver Luxxe Assets's Medical Properties Trust position peaked at $305K in Q1 2019.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2019.

Based on Oliver Luxxe Assets's 13F filing for Q4 2019, filed 4 Feb 2020.