AWM
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Arbor Wealth Management’s Medtronic MDT Stock Holding History

Arbor Wealth Management’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
-544
Closed -$53K – 139
2019
Q2 		$53K Hold
544
– – 0.03% 83
2019
Q1 		$50K Hold
544
– – 0.03% 81
2018
Q4 		$49K Buy
+544
New +$50.8K 0.04% 76

Other funds holding MDT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arbor Wealth Management's MDT Position: Q3 2019 in Review

Arbor Wealth Management sold out of Medtronic (MDT) in Q3 2019, closing a stake of 544 shares — an estimated $53K sold.

Arbor Wealth Management first reported a position in MDT in Q4 2018 and held it in 3 quarters. The position peaked at $53K in Q2 2019. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Arbor Wealth Management reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 544 Medtronic shares in Q3 2019, an estimated $53K.
  • Arbor Wealth Management first reported a position in Medtronic in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Medtronic position peaked at $53K in Q2 2019.
  • 1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.