TSWM
MPT

Triangle Securities Wealth Management’s Medical Properties Trust MPT Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-4,026
Closed -$58K – 289
2013
Q2 		$58K Buy
+4,026
New +$63.5K 0.04% 235

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

Triangle Securities Wealth Management's MPT Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2013, closing a stake of 4,026 shares — an estimated $58K sold.

Triangle Securities Wealth Management first reported a position in MPT in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 219 funds tracked by Wall St. Rank hold MPT as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Medical Properties Trust position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 4,026 Medical Properties Trust shares in Q3 2013, an estimated $58K.
  • Triangle Securities Wealth Management first reported a position in Medical Properties Trust in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Medical Properties Trust position peaked at $58K in Q2 2013.
  • 219 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.