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PMFA
MPT
Plante Moran Financial Advisors’s
Medical Properties Trust
MPT
Stock Holding History
Plante Moran Financial 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
2022
Q3
–
Sell
-460
Closed
-$7K
–
1007
2022
Q2
$7K
Buy
+460
New
+$8.28K
﹤0.01%
666
2021
Q1
–
Sell
-30
Closed
-$1K
–
1089
2020
Q4
$1K
Buy
+30
New
+$585
﹤0.01%
843
2020
Q3
–
Hold
0
–
–
–
905
2019
Q1
–
Sell
-79
Closed
-$1K
–
880
2018
Q4
$1K
Buy
+79
New
+$1.25K
﹤0.01%
819
2017
Q3
–
Sell
-500
Closed
-$6K
–
842
2017
Q2
$6K
Sell
500
-57
-10%
-$759
﹤0.01%
643
2017
Q1
$7K
Hold
557
–
–
﹤0.01%
648
2016
Q4
$7K
Hold
557
–
–
﹤0.01%
648
2016
Q3
$8K
Buy
557
+9
+2%
+$136
0.01%
620
2016
Q2
$8K
Buy
548
+225
+70%
+$3.18K
0.01%
558
2016
Q1
$4K
Buy
323
+7
+2%
+$80
﹤0.01%
622
2015
Q4
$4K
Buy
316
+104
+49%
+$1.19K
﹤0.01%
771
2015
Q3
$2K
Buy
212
+3
+1%
+$37
﹤0.01%
660
2015
Q2
$3K
Buy
209
+3
+1%
+$42
﹤0.01%
664
2015
Q1
$3K
Buy
206
+3
+1%
+$45
﹤0.01%
652
2014
Q4
$3K
Buy
203
+3
+2%
+$40
﹤0.01%
726
2014
Q3
$2K
Hold
200
–
–
﹤0.01%
742
2014
Q2
$3K
Hold
200
–
–
﹤0.01%
728
2014
Q1
$3K
Buy
+200
New
+$2.57K
﹤0.01%
532
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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