Advocacy Wealth Management Services’s Medtronic MDT Stock Holding History

Advocacy Wealth Management Services’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
2020 Q3	–	Sell	-137	Closed	-$13K	–	133
2020 Q2	$13K	Sell	137 -118	-46%	-$11.3K	﹤0.01%	104
2020 Q1	$21K	Buy	255 +28	+12%	+$2.98K	﹤0.01%	70
2019 Q4	$26K	Sell	227 -5	-2%	-$549	0.01%	83
2019 Q3	$25K	Hold	232	–	–	0.02%	84
2019 Q2	$23K	Hold	232	–	–	0.02%	93
2019 Q1	$21K	Hold	232	–	–	0.02%	78
2018 Q4	$21K	Hold	232	–	–	0.02%	82
2018 Q3	$23K	Hold	232	–	–	0.01%	80
2018 Q2	$20K	Buy	232 +43	+23%	+$3.59K	0.01%	86
2018 Q1	$15K	Hold	189	–	–	0.01%	111
2017 Q4	$15K	Hold	189	–	–	0.01%	128
2017 Q3	$15K	Buy	189 +63	+50%	+$5.23K	0.01%	157
2017 Q2	$11K	Buy	+126	New	+$10.6K	﹤0.01%	183
2016 Q4	–	Sell	-75	Closed	-$6K	–	353
2016 Q3	$6K	Sell	75 -125	-63%	-$10.9K	﹤0.01%	310
2016 Q2	$17K	Sell	200 -6	-3%	-$485	0.01%	254
2016 Q1	$15K	Buy	206 +6	+3%	+$452	0.01%	320
2015 Q4	$15K	Buy	+200	New	+$15.1K	0.02%	304
2013 Q3	$133K	Buy	+2,304	New	+$124K	0.36%	53

Other funds holding MDT

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Advocacy Wealth Management Services's MDT Position: Q3 2020 in Review

Advocacy Wealth Management Services sold out of Medtronic (MDT) in Q3 2020, closing a stake of 137 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in MDT in Q3 2013 and held it in 18 quarters. The position peaked at $133K in Q3 2013. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

Advocacy Wealth Management Services reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 137 Medtronic shares in Q3 2020, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Medtronic in Q3 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's Medtronic position peaked at $133K in Q3 2013.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2020, filed 2 Oct 2020.