SNT
MPT

Security National Trust’s Medical Properties Trust MPT Stock Holding History

Security National Trust’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
2016
Q1 		– Sell
-100
Closed -$1K – 475
2015
Q4 		$1K Hold
100
– – ﹤0.01% 472
2015
Q3 		$1K Hold
100
– – ﹤0.01% 457
2015
Q2 		$1K Sell
100
-100
-50% -$1.39K ﹤0.01% 469
2015
Q1 		$3K Hold
200
– – ﹤0.01% 459
2014
Q4 		$3K Hold
200
– – ﹤0.01% 482
2014
Q3 		$2K Buy
+200
New +$2.66K ﹤0.01% 498

Other funds holding MPT

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Security National Trust's MPT Position: Q1 2016 in Review

Security National Trust sold out of Medical Properties Trust (MPT) in Q1 2016, closing a stake of 100 shares — an estimated $1K sold.

Security National Trust first reported a position in MPT in Q3 2014 and held it in 6 quarters. The position peaked at $3K in Q1 2015. 284 funds tracked by Wall St. Rank hold MPT as of Q1 2016.

  • Security National Trust reported no remaining Medical Properties Trust position as of Q1 2016 after selling out during the quarter.
  • Security National Trust sold 100 Medical Properties Trust shares in Q1 2016, an estimated $1K.
  • Security National Trust first reported a position in Medical Properties Trust in Q3 2014 and held it in 6 quarters.
  • Security National Trust's Medical Properties Trust position peaked at $3K in Q1 2015.
  • 284 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2016.

Based on Security National Trust's 13F filing for Q1 2016, filed 27 Apr 2016.