Cypress Wealth Advisors’s Medtronic MDT Stock Holding History

Cypress Wealth 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
2017 Q2	–	Sell	-3,026	Closed	-$244K	–	135
2017 Q1	$244K	Buy	+3,026	New	+$236K	0.11%	167
2015 Q3	–	Sell	-7,179	Closed	-$532K	–	188
2015 Q2	$532K	Buy	+7,179	New	+$548K	0.31%	80

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cypress Wealth Advisors's MDT Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Medtronic (MDT) in Q2 2017, closing a stake of 3,026 shares — an estimated $244K sold.

Cypress Wealth Advisors first reported a position in MDT in Q2 2015 and held it in 2 quarters. The position peaked at $532K in Q2 2015. 1,280 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

Cypress Wealth Advisors reported no remaining Medtronic position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,026 Medtronic shares in Q2 2017, an estimated $244K.
Cypress Wealth Advisors first reported a position in Medtronic in Q2 2015 and held it in 2 quarters.
Cypress Wealth Advisors's Medtronic position peaked at $532K in Q2 2015.
1,280 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.