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Asset Planning Services (Pennsylvania)’s Medtronic MDT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-650
Closed -$51K – 292
2017
Q3 		$51K Buy
+650
New +$54K 0.03% 140

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s MDT Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Medtronic (MDT) in Q4 2017, closing a stake of 650 shares — an estimated $51K sold.

Asset Planning Services (Pennsylvania) first reported a position in MDT in Q3 2017 and held it in 1 quarter. The position peaked at $51K in Q3 2017. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Medtronic position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 650 Medtronic shares in Q4 2017, an estimated $51K.
  • Asset Planning Services (Pennsylvania) first reported a position in Medtronic in Q3 2017 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Medtronic position peaked at $51K in Q3 2017.
  • 1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.