WA
MPT

WFG Advisors’s Medical Properties Trust MPT Stock Holding History

WFG Advisors’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
2017
Q2 		$3.92M Buy
304,369
+39,565
+15% +$527K 0.89% 19
2017
Q1 		$3.41M Sell
264,804
-49,788
-16% -$637K 0.91% 20
2016
Q4 		$3.87M Sell
314,592
-10,516
-3% -$136K 0.95% 14
2016
Q3 		$4.8M Buy
325,108
+1,660
+0.5% +$25.1K 1.2% 8
2016
Q2 		$4.92M Sell
323,448
-18,927
-6% -$268K 1.31% 10
2016
Q1 		$4.44M Sell
342,375
-10,114
-3% -$115K 1.29% 10
2015
Q4 		$4.06M Buy
352,489
+4,972
+1% +$56.8K 1.21% 14
2015
Q3 		$3.84M Buy
347,517
+34,359
+11% +$426K 1.2% 9
2015
Q2 		$4.11M Buy
313,158
+70,184
+29% +$979K 1.13% 10
2015
Q1 		$3.58M Buy
242,974
+53,357
+28% +$793K 1% 14
2014
Q4 		$2.61M Buy
189,617
+67,351
+55% +$902K 0.53% 27
2014
Q3 		$1.5M Buy
122,266
+31,384
+35% +$417K 0.29% 70
2014
Q2 		$1.2M Buy
+90,882
New +$1.21M 0.22% 103
2013
Q3 		– Sell
-747
Closed -$11K – 2214
2013
Q2 		$11K Buy
+747
New +$11.8K ﹤0.01% 1418

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

WFG Advisors's MPT Position: Q2 2017 in Review

WFG Advisors increased its Medical Properties Trust (MPT) stake by 15% in Q2 2017, buying an estimated $527K and bringing the position to 304,369 shares worth $3.92M. The position accounts for 0.89% of the portfolio, ranked #19.

WFG Advisors first reported a position in MPT in Q2 2013 and has held it in 14 quarters since. The position peaked at $4.92M in Q2 2016. 344 funds tracked by Wall St. Rank hold MPT as of Q2 2017.

  • WFG Advisors held 304,369 shares of Medical Properties Trust worth $3.92M as of Q2 2017.
  • WFG Advisors bought 39,565 Medical Properties Trust shares in Q2 2017, an estimated $527K.
  • Medical Properties Trust made up 0.89% of WFG Advisors's portfolio in Q2 2017, its #19 holding.
  • WFG Advisors first reported a position in Medical Properties Trust in Q2 2013 and has held it in 14 quarters since.
  • WFG Advisors's Medical Properties Trust position peaked at $4.92M in Q2 2016.
  • 344 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.