Acorn Wealth Advisors’s Medtronic MDT Stock Holding History

Acorn Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-64	Closed	-$5K	–	690
2018 Q1	$5K	Hold	64	–	–	﹤0.01%	629
2017 Q4	$5K	Buy	+64	New	+$5.13K	﹤0.01%	600

Other funds holding MDT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Wealth Advisors's MDT Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Medtronic (MDT) in Q2 2018, closing a stake of 64 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in MDT in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

Acorn Wealth Advisors reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 64 Medtronic shares in Q2 2018, an estimated $5K.
Acorn Wealth Advisors first reported a position in Medtronic in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Medtronic position peaked at $5K in Q1 2018.
1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.