Bruderman Asset Management’s Medtronic MDT Stock Holding History

Bruderman Asset 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 Q2	–	Sell	-7,963	Closed	-$725K	–	376
2019 Q1	$725K	Sell	7,963 -139	-2%	-$12.4K	0.16%	82
2018 Q4	$737K	Buy	8,102 +44	+0.5%	+$4.11K	0.19%	74
2018 Q3	$793K	Buy	8,058 +304	+4%	+$28.1K	0.18%	77
2018 Q2	$664K	Sell	7,754 -5,581	-42%	-$466K	0.16%	86
2018 Q1	$1.07M	Buy	13,335 +363	+3%	+$29.9K	0.26%	63
2017 Q4	$1.05M	Buy	12,972 +5,576	+75%	+$447K	0.27%	64
2017 Q3	$575K	Buy	7,396 +470	+7%	+$39K	0.15%	85
2017 Q2	$615K	Buy	+6,926	New	+$584K	0.16%	83
2017 Q1	–	Sell	-459	Closed	-$33K	–	240
2016 Q4	$33K	Sell	459 -217	-32%	-$17K	0.01%	246
2016 Q3	$58K	Buy	676 +1	+0.1%	+$87	0.02%	188
2016 Q2	$59K	Buy	675 +2	+0.3%	+$162	0.02%	190
2016 Q1	$51K	Sell	673 -199	-23%	-$15K	0.02%	194
2015 Q4	$67K	Buy	872 +117	+15%	+$8.81K	0.03%	182
2015 Q3	$51K	Sell	755 -192	-20%	-$14.1K	0.02%	208
2015 Q2	$70K	Buy	947 +371	+64%	+$28.3K	0.03%	185
2015 Q1	$45K	Buy	+576	New	+$43.7K	0.02%	222

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's MDT Position: Q2 2019 in Review

Bruderman Asset Management sold out of Medtronic (MDT) in Q2 2019, closing a stake of 7,963 shares — an estimated $725K sold.

Bruderman Asset Management first reported a position in MDT in Q1 2015 and held it in 16 quarters. The position peaked at $1.07M in Q1 2018. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

Bruderman Asset Management reported no remaining Medtronic position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 7,963 Medtronic shares in Q2 2019, an estimated $725K.
Bruderman Asset Management first reported a position in Medtronic in Q1 2015 and held it in 16 quarters.
Bruderman Asset Management's Medtronic position peaked at $1.07M in Q1 2018.
1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.