Clear Perspective Advisors’s Medtronic MDT Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-757	Closed	-$74K	–	179
2019 Q2	$74K	Buy	+757	New	+$69.1K	0.05%	158
2018 Q3	–	Sell	-649	Closed	-$56K	–	318
2018 Q2	$56K	Sell	649 -48	-7%	-$4.01K	0.04%	237
2018 Q1	$56K	Buy	697 +589	+545%	+$48.6K	0.04%	230
2017 Q4	$9K	Sell	108 -541	-83%	-$43.3K	0.01%	350
2017 Q3	$50K	Buy	649 +108	+20%	+$8.97K	0.04%	233
2017 Q2	$48K	Hold	541	–	–	0.04%	221
2017 Q1	$44K	Sell	541 -36	-6%	-$2.81K	0.03%	220
2016 Q4	$41K	Buy	+577	New	+$45.3K	0.03%	216

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Clear Perspective Advisors's MDT Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Medtronic (MDT) in Q3 2019, closing a stake of 757 shares — an estimated $74K sold.

Clear Perspective Advisors first reported a position in MDT in Q4 2016 and held it in 8 quarters. The position peaked at $74K in Q2 2019. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

Clear Perspective Advisors reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 757 Medtronic shares in Q3 2019, an estimated $74K.
Clear Perspective Advisors first reported a position in Medtronic in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's Medtronic position peaked at $74K in Q2 2019.
1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.