PC
MPT

Palo Capital’s Medical Properties Trust MPT Stock Holding History

Palo Capital’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
Q4 		$275K Hold
17,096
– – 0.12% 127
2018
Q3 		$255K Sell
17,096
-5,000
-23% -$72.9K 0.09% 141
2018
Q2 		$310K Hold
22,096
– – 0.11% 144
2018
Q1 		$287K Buy
+22,096
New +$283K 0.1% 153
2015
Q3 		– Sell
-23,285
Closed -$305K – 142
2015
Q2 		$305K Hold
23,285
– – 0.24% 106
2015
Q1 		$343K Hold
23,285
– – 0.28% 98
2014
Q4 		$321K Buy
+23,285
New +$312K 0.27% 98

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palo Capital's MPT Position: Q4 2018 in Review

Palo Capital held its Medical Properties Trust (MPT) position steady in Q4 2018 at 17,096 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #127.

Palo Capital first reported a position in MPT in Q4 2014 and has held it in 7 quarters since. The position peaked at $343K in Q1 2015. 419 funds tracked by Wall St. Rank hold MPT as of Q4 2018.

  • Palo Capital held 17,096 shares of Medical Properties Trust worth $275K as of Q4 2018.
  • Palo Capital left its Medical Properties Trust share count unchanged in Q4 2018.
  • Medical Properties Trust made up 0.12% of Palo Capital's portfolio in Q4 2018, its #127 holding.
  • Palo Capital first reported a position in Medical Properties Trust in Q4 2014 and has held it in 7 quarters since.
  • Palo Capital's Medical Properties Trust position peaked at $343K in Q1 2015.
  • 419 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.