Ballew Advisors’s Medtronic MDT Stock Holding History

Ballew 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 Q4	–	Sell	-1,172	Closed	-$105K	–	311
2018 Q3	$105K	Hold	1,172	–	–	0.1%	115
2018 Q2	$100K	Buy	+1,172	New	+$97.9K	0.11%	113

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Ballew Advisors's MDT Position: Q4 2018 in Review

Ballew Advisors sold out of Medtronic (MDT) in Q4 2018, closing a stake of 1,172 shares — an estimated $105K sold.

Ballew Advisors first reported a position in MDT in Q2 2018 and held it in 2 quarters. The position peaked at $105K in Q3 2018. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

Ballew Advisors reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 1,172 Medtronic shares in Q4 2018, an estimated $105K.
Ballew Advisors first reported a position in Medtronic in Q2 2018 and held it in 2 quarters.
Ballew Advisors's Medtronic position peaked at $105K in Q3 2018.
1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.