Polaris Wealth Advisory Group’s Medical Properties Trust MPT Stock Holding History

Polaris Wealth Advisory Group’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
2020 Q3	–	Sell	-1,330,453	Closed	-$25.7M	–	174
2020 Q2	$25.7M	Buy	+1,330,453	New	+$23.6M	2.03%	12
2020 Q1	–	Sell	-1,503,525	Closed	-$33.4M	–	159
2019 Q4	$33.4M	Buy	1,503,525 +151,619	+11%	+$3.07M	2.23%	10
2019 Q3	$25.9M	Buy	1,351,906 +49,240	+4%	+$905K	2.11%	18
2019 Q2	$22.7M	Buy	1,302,666 +27,380	+2%	+$493K	1.72%	30
2019 Q1	$23.9M	Buy	+1,275,286	New	+$22.7M	1.79%	23

Other funds holding MPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Polaris Wealth Advisory Group's MPT Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Medical Properties Trust (MPT) in Q3 2020, closing a stake of 1,330,453 shares — an estimated $25.7M sold.

Polaris Wealth Advisory Group first reported a position in MPT in Q1 2019 and held it in 5 quarters. The position peaked at $33.4M in Q4 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q3 2020.

Polaris Wealth Advisory Group reported no remaining Medical Properties Trust position as of Q3 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,330,453 Medical Properties Trust shares in Q3 2020, an estimated $25.7M.
Polaris Wealth Advisory Group first reported a position in Medical Properties Trust in Q1 2019 and held it in 5 quarters.
Polaris Wealth Advisory Group's Medical Properties Trust position peaked at $33.4M in Q4 2019.
511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.