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Clearwater Capital Advisors’s Medtronic MDT Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-100
Closed -$8K – 408
2018
Q1 		$8K Buy
+100
New +$8.25K ﹤0.01% 496

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearwater Capital Advisors's MDT Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Medtronic (MDT) in Q2 2018, closing a stake of 100 shares — an estimated $8K sold.

Clearwater Capital Advisors first reported a position in MDT in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 100 Medtronic shares in Q2 2018, an estimated $8K.
  • Clearwater Capital Advisors first reported a position in Medtronic in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Medtronic position peaked at $8K in Q1 2018.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.