OWA
MPT

One Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

One Wealth 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
Q2 		– Sell
-1,219
Closed -$23K – 342
2019
Q1 		$23K Buy
+1,219
New +$21.7K 0.02% 261
2018
Q4 		– Sell
-6,763
Closed -$101K – 338
2018
Q3 		$101K Sell
6,763
-51
-0.7% -$744 0.08% 190
2018
Q2 		$96K Hold
6,814
– – 0.08% 199
2018
Q1 		$90K Sell
6,814
-475
-7% -$6.08K 0.08% 184
2017
Q4 		$100K Buy
+7,289
New +$98.5K 0.08% 197

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
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

One Wealth Advisors's MPT Position: Q2 2019 in Review

One Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2019, closing a stake of 1,219 shares — an estimated $23K sold.

One Wealth Advisors first reported a position in MPT in Q4 2017 and held it in 5 quarters. The position peaked at $101K in Q3 2018. 433 funds tracked by Wall St. Rank hold MPT as of Q2 2019.

  • One Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 1,219 Medical Properties Trust shares in Q2 2019, an estimated $23K.
  • One Wealth Advisors first reported a position in Medical Properties Trust in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Medical Properties Trust position peaked at $101K in Q3 2018.
  • 433 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.