W
MPT

Wealthfront’s Medical Properties Trust MPT Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,053
Closed -$12K – 759
2015
Q3 		$12K Buy
1,053
+577
+121% +$7.16K ﹤0.01% 904
2015
Q2 		$6K Buy
476
+148
+45% +$2.06K ﹤0.01% 998
2015
Q1 		$5K Buy
328
+325
+10,833% +$4.83K ﹤0.01% 796
2014
Q4 		$0 Buy
+3
New +$40 ﹤0.01% 871

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthfront's MPT Position: Q4 2015 in Review

Wealthfront sold out of Medical Properties Trust (MPT) in Q4 2015, closing a stake of 1,053 shares — an estimated $12K sold.

Wealthfront first reported a position in MPT in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 293 funds tracked by Wall St. Rank hold MPT as of Q4 2015.

  • Wealthfront reported no remaining Medical Properties Trust position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,053 Medical Properties Trust shares in Q4 2015, an estimated $12K.
  • Wealthfront first reported a position in Medical Properties Trust in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Medical Properties Trust position peaked at $12K in Q3 2015.
  • 293 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.