WI
MPT

WBI Investments’s Medical Properties Trust MPT Stock Holding History

WBI Investments’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
2014
Q3 		– Sell
-410,759
Closed -$5.44M – 203
2014
Q2 		$5.44M Sell
410,759
-4,562
-1% -$60.6K 0.23% 91
2014
Q1 		$5.31M Sell
415,321
-53,698
-11% -$690K 0.23% 93
2013
Q4 		$5.73M Sell
469,019
-74,782
-14% -$955K 0.25% 87
2013
Q3 		$6.62M Buy
+543,801
New +$7.26M 0.32% 83

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

WBI Investments's MPT Position: Q3 2014 in Review

WBI Investments sold out of Medical Properties Trust (MPT) in Q3 2014, closing a stake of 410,759 shares — an estimated $5.44M sold.

WBI Investments first reported a position in MPT in Q3 2013 and held it in 4 quarters. The position peaked at $6.62M in Q3 2013. 246 funds tracked by Wall St. Rank hold MPT as of Q3 2014.

  • WBI Investments reported no remaining Medical Properties Trust position as of Q3 2014 after selling out during the quarter.
  • WBI Investments sold 410,759 Medical Properties Trust shares in Q3 2014, an estimated $5.44M.
  • WBI Investments first reported a position in Medical Properties Trust in Q3 2013 and held it in 4 quarters.
  • WBI Investments's Medical Properties Trust position peaked at $6.62M in Q3 2013.
  • 246 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2014.

Based on WBI Investments's 13F filing for Q3 2014, filed 12 Nov 2014.