TAM
MPT

Tradition Asset Management’s Medical Properties Trust MPT Stock Holding History

Tradition Asset 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
2020
Q2 		– Sell
-17,191
Closed -$297K – 179
2020
Q1 		$297K Buy
17,191
+1,600
+10% +$33.5K 0.1% 142
2019
Q4 		$329K Buy
15,591
+1,000
+7% +$20.2K 0.08% 156
2019
Q3 		$285K Buy
14,591
+3,600
+33% +$66.1K 0.07% 164
2019
Q2 		$191K Buy
+10,991
New +$198K 0.05% 179

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tradition Asset Management's MPT Position: Q2 2020 in Review

Tradition Asset Management sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 17,191 shares — an estimated $297K sold.

Tradition Asset Management first reported a position in MPT in Q2 2019 and held it in 4 quarters. The position peaked at $329K in Q4 2019. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Tradition Asset Management reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Tradition Asset Management sold 17,191 Medical Properties Trust shares in Q2 2020, an estimated $297K.
  • Tradition Asset Management first reported a position in Medical Properties Trust in Q2 2019 and held it in 4 quarters.
  • Tradition Asset Management's Medical Properties Trust position peaked at $329K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.