CWM
MDT icon

Catamount Wealth Management’s Medtronic MDT Stock Holding History

Catamount 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
Q1 		– Sell
-84
Closed -$7K – 206
2018
Q4 		$7K Buy
+84
New +$7.85K ﹤0.01% 145
2016
Q4 		– Sell
-103
Closed -$9K – 178
2016
Q3 		$9K Hold
103
– – 0.01% 115
2016
Q2 		$9K Hold
103
– – 0.01% 99
2016
Q1 		$8K Hold
103
– – 0.01% 98
2015
Q4 		$8K Hold
103
– – 0.01% 95
2015
Q3 		$7K Hold
103
– – 0.01% 99
2015
Q2 		$8K Hold
103
– – 0.01% 122
2015
Q1 		$8K Buy
103
+3
+3% +$227 0.01% 107
2014
Q4 		$7K Buy
+100
New +$6.95K 0.01% 98

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catamount Wealth Management's MDT Position: Q1 2019 in Review

Catamount Wealth Management sold out of Medtronic (MDT) in Q1 2019, closing a stake of 84 shares — an estimated $7K sold.

Catamount Wealth Management first reported a position in MDT in Q4 2014 and held it in 9 quarters. The position peaked at $9K in Q3 2016. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

  • Catamount Wealth Management reported no remaining Medtronic position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 84 Medtronic shares in Q1 2019, an estimated $7K.
  • Catamount Wealth Management first reported a position in Medtronic in Q4 2014 and held it in 9 quarters.
  • Catamount Wealth Management's Medtronic position peaked at $9K in Q3 2016.
  • 1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.