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Bridgewater Wealth & Financial Management’s Medtronic MDT Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-3,387
Closed -$301K – 79
2017
Q2 		$301K Buy
+3,387
New +$286K 0.1% 80
2016
Q3 		– Sell
-2,498
Closed -$217K – 115
2016
Q2 		$217K Buy
+2,498
New +$202K 0.08% 107

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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bridgewater Wealth & Financial Management's MDT Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Medtronic (MDT) in Q3 2017, closing a stake of 3,387 shares — an estimated $301K sold.

Bridgewater Wealth & Financial Management first reported a position in MDT in Q2 2016 and held it in 2 quarters. The position peaked at $301K in Q2 2017. 1,291 funds tracked by Wall St. Rank hold MDT as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Medtronic position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 3,387 Medtronic shares in Q3 2017, an estimated $301K.
  • Bridgewater Wealth & Financial Management first reported a position in Medtronic in Q2 2016 and held it in 2 quarters.
  • Bridgewater Wealth & Financial Management's Medtronic position peaked at $301K in Q2 2017.
  • 1,291 funds tracked by Wall St. Rank held Medtronic as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.