SFM
MPT

Systematic Financial Management’s Medical Properties Trust MPT Stock Holding History

Systematic Financial Management’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
-30,345
Closed -$594K – 544
2019
Q3 		$594K Sell
30,345
-39,665
-57% -$729K 0.03% 215
2019
Q2 		$1.22M Sell
70,010
-46,080
-40% -$830K 0.05% 241
2019
Q1 		$2.15M Sell
116,090
-339,949
-75% -$6.06M 0.07% 237
2018
Q4 		$7.33M Sell
456,039
-1,162,472
-72% -$18.4M 0.23% 173
2018
Q3 		$24.1M Sell
1,618,511
-530,594
-25% -$7.74M 0.58% 32
2018
Q2 		$30.2M Sell
2,149,105
-1,238,224
-37% -$16.4M 0.74% 13
2018
Q1 		$44M Sell
3,387,329
-274,008
-7% -$3.51M 0.98% 9
2017
Q4 		$50.5M Buy
3,661,337
+1,266,794
+53% +$17.1M 1.01% 13
2017
Q3 		$31.4M Buy
2,394,543
+139,810
+6% +$1.8M 0.64% 40
2017
Q2 		$29M Buy
+2,254,733
New +$30M 0.54% 50
2017
Q1 		– Sell
-140,610
Closed -$1.73M – 673
2016
Q4 		$1.73M Buy
140,610
+30,950
+28% +$400K 0.03% 457
2016
Q3 		$1.62M Sell
109,660
-12,045
-10% -$182K 0.02% 483
2016
Q2 		$1.85M Sell
121,705
-19,045
-14% -$269K 0.03% 363
2016
Q1 		$1.83M Buy
+140,750
New +$1.61M 0.02% 353

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 $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's MPT Position: Q4 2019 in Review

Systematic Financial Management sold out of Medical Properties Trust (MPT) in Q4 2019, closing a stake of 30,345 shares — an estimated $594K sold.

Systematic Financial Management first reported a position in MPT in Q1 2016 and held it in 14 quarters. The position peaked at $50.5M in Q4 2017. 511 funds tracked by Wall St. Rank hold MPT as of Q4 2019.

  • Systematic Financial Management reported no remaining Medical Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 30,345 Medical Properties Trust shares in Q4 2019, an estimated $594K.
  • Systematic Financial Management first reported a position in Medical Properties Trust in Q1 2016 and held it in 14 quarters.
  • Systematic Financial Management's Medical Properties Trust position peaked at $50.5M in Q4 2017.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.