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Cornerstone Advisors (Washington)’s Medtronic MDT Stock Holding History

Cornerstone Advisors (Washington)’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
-1,621
Closed -$158K – 1147
2019
Q2 		$158K Buy
1,621
+122
+8% +$11.1K 0.01% 181
2019
Q1 		$137K Buy
1,499
+240
+19% +$21.5K 0.01% 189
2018
Q4 		$115K Buy
1,259
+94
+8% +$8.78K 0.02% 179
2018
Q3 		$115K Buy
1,165
+127
+12% +$11.7K 0.07% 185
2018
Q2 		$89K Buy
1,038
+555
+115% +$46.4K 0.06% 217
2018
Q1 		$39K Buy
483
+74
+18% +$6.1K 0.03% 347
2017
Q4 		$33K Sell
409
-206
-33% -$16.5K 0.02% 371
2017
Q3 		$48K Hold
615
– – 0.03% 280
2017
Q2 		$55K Hold
615
– – 0.03% 262
2017
Q1 		$50K Sell
615
-108
-15% -$8.44K 0.03% 273
2016
Q4 		$51K Buy
723
+115
+19% +$9.04K 0.04% 264
2016
Q3 		$53K Hold
608
– – 0.04% 250
2016
Q2 		$53K Hold
608
– – 0.05% 149
2016
Q1 		$46K Buy
608
+201
+49% +$15.1K 0.05% 163
2015
Q4 		$31K Buy
407
+119
+41% +$8.96K 0.03% 247
2015
Q3 		$19K Buy
288
+76
+36% +$5.6K 0.02% 327
2015
Q2 		$16K Hold
212
– – 0.01% 283
2015
Q1 		$17K Buy
212
+12
+6% +$910 0.01% 303
2014
Q4 		$14K Buy
200
+72
+56% +$5K 0.01% 286
2014
Q3 		$8K Sell
128
-12
-9% -$763 0.01% 218
2014
Q2 		$9K Hold
140
– – 0.01% 225
2014
Q1 		$9K Buy
140
+40
+40% +$2.33K 0.01% 212
2013
Q4 		$6K Buy
100
+8
+9% +$454 0.01% 166
2013
Q3 		$5K Hold
92
– – 0.01% 170
2013
Q2 		$5K Buy
+92
New +$4.55K 0.01% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MDT Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Medtronic (MDT) in Q3 2019, closing a stake of 1,621 shares — an estimated $158K sold.

Cornerstone Advisors (Washington) first reported a position in MDT in Q2 2013 and held it in 25 quarters. The position peaked at $158K in Q2 2019. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 1,621 Medtronic shares in Q3 2019, an estimated $158K.
  • Cornerstone Advisors (Washington) first reported a position in Medtronic in Q2 2013 and held it in 25 quarters.
  • Cornerstone Advisors (Washington)'s Medtronic position peaked at $158K in Q2 2019.
  • 1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.