AmeriServ Wealth Advisors’s Medtronic MDT Stock Holding History

AmeriServ 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
2019 Q3	–	Sell	-2,127	Closed	-$207K	–	69
2019 Q2	$207K	Sell	2,127 -1,126	-35%	-$103K	0.27%	65
2019 Q1	$296K	Hold	3,253	–	–	0.62%	50
2018 Q4	$296K	Buy	+3,253	New	+$304K	0.75%	47
2016 Q4	–	Sell	-2,532	Closed	-$219K	–	61
2016 Q3	$219K	Buy	+2,532	New	+$221K	0.28%	63
2015 Q3	–	Sell	-95	Closed	-$7K	–	120
2015 Q2	$7K	Buy	+95	New	+$7.26K	0.01%	134

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

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

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

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

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

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

AmeriServ Wealth Advisors's MDT Position: Q3 2019 in Review

AmeriServ Wealth Advisors sold out of Medtronic (MDT) in Q3 2019, closing a stake of 2,127 shares — an estimated $207K sold.

AmeriServ Wealth Advisors first reported a position in MDT in Q2 2015 and held it in 5 quarters. The position peaked at $296K in Q1 2019. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

AmeriServ Wealth Advisors reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 2,127 Medtronic shares in Q3 2019, an estimated $207K.
AmeriServ Wealth Advisors first reported a position in Medtronic in Q2 2015 and held it in 5 quarters.
AmeriServ Wealth Advisors's Medtronic position peaked at $296K in Q1 2019.
1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.