WSTAM
MPT

Wilbanks Smith & Thomas Asset Management’s Medical Properties Trust MPT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-952
Closed -$14K – 946
2018
Q3 		$14K Buy
+952
New +$13.9K ﹤0.01% 970

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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MPT Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Medical Properties Trust (MPT) in Q4 2018, closing a stake of 952 shares — an estimated $14K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MPT in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 419 funds tracked by Wall St. Rank hold MPT as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Medical Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 952 Medical Properties Trust shares in Q4 2018, an estimated $14K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Medical Properties Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Medical Properties Trust position peaked at $14K in Q3 2018.
  • 419 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.