SMA
MPT

Simply Money Advisors’s Medical Properties Trust MPT Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-1,000
Closed -$14K – 279
2013
Q2 		$14K Buy
+1,000
New +$15.8K ﹤0.01% 131

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Simply Money Advisors's MPT Position: Q3 2013 in Review

Simply Money Advisors sold out of Medical Properties Trust (MPT) in Q3 2013, closing a stake of 1,000 shares — an estimated $14K sold.

Simply Money Advisors first reported a position in MPT in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 219 funds tracked by Wall St. Rank hold MPT as of Q3 2013.

  • Simply Money Advisors reported no remaining Medical Properties Trust position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,000 Medical Properties Trust shares in Q3 2013, an estimated $14K.
  • Simply Money Advisors first reported a position in Medical Properties Trust in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Medical Properties Trust position peaked at $14K in Q2 2013.
  • 219 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.