SLF
MPT

Sun Life Financial’s Medical Properties Trust MPT Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-21,123
Closed -$413K – 530
2019
Q3 		$413K Sell
21,123
-7,508
-26% -$138K 0.11% 118
2019
Q2 		$499K Hold
28,631
– – 0.13% 101
2019
Q1 		$530K Buy
28,631
+154
+0.5% +$2.75K 0.12% 105
2018
Q4 		$458K Sell
28,477
-5,723
-17% -$90.5K 0.1% 103
2018
Q3 		$510K Buy
34,200
+213
+0.6% +$3.11K 0.09% 121
2018
Q2 		$477K Buy
+33,987
New +$450K 0.07% 128

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's MPT Position: Q4 2019 in Review

Sun Life Financial sold out of Medical Properties Trust (MPT) in Q4 2019, closing a stake of 21,123 shares — an estimated $413K sold.

Sun Life Financial first reported a position in MPT in Q2 2018 and held it in 6 quarters. The position peaked at $530K in Q1 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q4 2019.

  • Sun Life Financial reported no remaining Medical Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 21,123 Medical Properties Trust shares in Q4 2019, an estimated $413K.
  • Sun Life Financial first reported a position in Medical Properties Trust in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Medical Properties Trust position peaked at $530K in Q1 2019.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.