Pinnacle Summer Investments’s Medical Properties Trust MPT Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$115K	Hold	10,000	–	–	0.02%	254
2015 Q3	$116K	Hold	10,000	–	–	0.02%	358
2015 Q2	$131K	Hold	10,000	–	–	0.03%	224
2015 Q1	$147K	Hold	10,000	–	–	0.02%	346
2014 Q4	$154K	Hold	10,000	–	–	0.02%	347
2014 Q3	$123K	Buy	+10,000	New	+$133K	0.01%	384

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pinnacle Summer Investments's MPT Position: Q4 2015 in Review

Pinnacle Summer Investments held its Medical Properties Trust (MPT) position steady in Q4 2015 at 10,000 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #254.

Pinnacle Summer Investments first reported a position in MPT in Q3 2014 and has held it in 6 quarters since. The position peaked at $154K in Q4 2014. 293 funds tracked by Wall St. Rank hold MPT as of Q4 2015.

Pinnacle Summer Investments held 10,000 shares of Medical Properties Trust worth $115K as of Q4 2015.
Pinnacle Summer Investments left its Medical Properties Trust share count unchanged in Q4 2015.
Medical Properties Trust made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #254 holding.
Pinnacle Summer Investments first reported a position in Medical Properties Trust in Q3 2014 and has held it in 6 quarters since.
Pinnacle Summer Investments's Medical Properties Trust position peaked at $154K in Q4 2014.
293 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.