SP
MPT

SWS Partners’s Medical Properties Trust MPT Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-282
Closed -$4K – 233
2018
Q1 		$4K Hold
282
– – ﹤0.01% 332
2017
Q4 		$4K Buy
+282
New +$3.81K ﹤0.01% 339

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWS Partners's MPT Position: Q2 2018 in Review

SWS Partners sold out of Medical Properties Trust (MPT) in Q2 2018, closing a stake of 282 shares — an estimated $4K sold.

SWS Partners first reported a position in MPT in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 366 funds tracked by Wall St. Rank hold MPT as of Q2 2018.

  • SWS Partners reported no remaining Medical Properties Trust position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 282 Medical Properties Trust shares in Q2 2018, an estimated $4K.
  • SWS Partners first reported a position in Medical Properties Trust in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Medical Properties Trust position peaked at $4K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.