WEC
MPT

Winslow Evans & Crocker’s Medical Properties Trust MPT Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$62K Buy
2,850
+975
+52% +$19K 0.01% 552
2020
Q3 		$33K Hold
1,875
– – 0.01% 535
2020
Q2 		$35K Buy
1,875
+249
+15% +$4.41K 0.01% 513
2020
Q1 		$30K Buy
1,626
+676
+71% +$14.1K 0.01% 514
2019
Q4 		$22K Sell
950
-700
-42% -$14.2K 0.01% 649
2019
Q3 		$34K Hold
1,650
– – 0.01% 566
2019
Q2 		$30K Sell
1,650
-4,676
-74% -$84.2K 0.01% 607
2019
Q1 		$118K Buy
6,326
+4,100
+184% +$73.1K 0.03% 356
2018
Q4 		$36K Buy
2,226
+500
+29% +$7.91K 0.01% 519
2018
Q3 		$26K Buy
1,726
+426
+33% +$6.21K 0.01% 614
2018
Q2 		$20K Hold
1,300
– – 0.01% 671
2018
Q1 		$16.9K Buy
1,300
+300
+30% +$3.84K 0.01% 676
2017
Q4 		$13.8K Hold
1,000
– – ﹤0.01% 741
2017
Q3 		$13.1K Sell
1,000
-1,325
-57% -$17.1K ﹤0.01% 763
2017
Q2 		$29.9K Buy
2,325
+449
+24% +$5.98K 0.01% 672
2017
Q1 		$24.2K Hold
1,876
– – 0.01% 695
2016
Q4 		$23.1K Buy
1,876
+1,250
+200% +$16.2K 0.01% 692
2016
Q3 		$9.23K Buy
626
+126
+25% +$1.91K ﹤0.01% 925
2016
Q2 		$7.61K Hold
500
– – ﹤0.01% 946
2016
Q1 		$6.49K Hold
500
– – ﹤0.01% 969
2015
Q4 		$5.76K Hold
500
– – ﹤0.01% 1036
2015
Q3 		$5.53K Hold
500
– – ﹤0.01% 1013
2015
Q2 		$6.56K Hold
500
– – ﹤0.01% 1024
2015
Q1 		$7.37K Hold
500
– – ﹤0.01% 955
2014
Q4 		$6.89K Hold
500
– – ﹤0.01% 969
2014
Q3 		$6.13K Buy
500
+400
+400% +$5.32K ﹤0.01% 1020
2014
Q2 		$1.32K Hold
100
– – ﹤0.01% 1221
2014
Q1 		$1.28K Hold
100
– – ﹤0.01% 1207
2013
Q4 		$1K Buy
+100
New +$1.28K ﹤0.01% 1354

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's MPT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Medical Properties Trust (MPT) stake by 52% in Q4 2020, buying an estimated $19K and bringing the position to 2,850 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #552.

Winslow Evans & Crocker first reported a position in MPT in Q4 2013 and has held it in 29 quarters since. The position peaked at $118K in Q1 2019. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

  • Winslow Evans & Crocker held 2,850 shares of Medical Properties Trust worth $62K as of Q4 2020.
  • Winslow Evans & Crocker bought 975 Medical Properties Trust shares in Q4 2020, an estimated $19K.
  • Medical Properties Trust made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #552 holding.
  • Winslow Evans & Crocker first reported a position in Medical Properties Trust in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Medical Properties Trust position peaked at $118K in Q1 2019.
  • 537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.