Wealthspire Advisors (Maryland)’s Medical Properties Trust MPT Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Hold	0	–	–	–	550
2018 Q4	–	Hold	0	–	–	–	822
2018 Q3	–	Hold	0	–	–	–	1029
2018 Q2	–	Hold	0	–	–	–	1072
2018 Q1	–	Hold	0	–	–	–	1136
2017 Q3	–	Hold	0	–	–	–	1206
2017 Q2	–	Hold	0	–	–	–	1199
2017 Q1	–	Hold	0	–	–	–	1036
2016 Q4	–	Hold	0	–	–	–	993
2016 Q2	–	Sell	-500	Closed	-$6K	–	1768
2016 Q1	$6K	Hold	500	–	–	﹤0.01%	1299
2015 Q4	$6K	Buy	+500	New	+$5.71K	﹤0.01%	1311

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MPT Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) held its Medical Properties Trust (MPT) position steady in Q1 2019 at 0 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #550.

Wealthspire Advisors (Maryland) first reported a position in MPT in Q4 2015 and has held it in 2 quarters since. The position peaked at $6K in Q1 2016. 468 funds tracked by Wall St. Rank hold MPT as of Q1 2019.

Wealthspire Advisors (Maryland) held 0 shares of Medical Properties Trust worth $133K as of Q1 2019.
Wealthspire Advisors (Maryland) left its Medical Properties Trust share count unchanged in Q1 2019.
Medical Properties Trust made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q1 2019, its #550 holding.
Wealthspire Advisors (Maryland) first reported a position in Medical Properties Trust in Q4 2015 and has held it in 2 quarters since.
Wealthspire Advisors (Maryland)'s Medical Properties Trust position peaked at $6K in Q1 2016.
468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.