Fusion Family Wealth’s Medtronic MDT Stock Holding History

Fusion Family Wealth’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	-256	Closed	-$23K	–	207
2018 Q4	$23K	Hold	256	–	–	0.01%	148
2018 Q3	$25K	Hold	256	–	–	0.01%	156
2018 Q2	$22K	Hold	256	–	–	0.01%	182
2018 Q1	$21K	Hold	256	–	–	0.01%	169
2017 Q4	$21K	Buy	+256	New	+$20.5K	0.01%	179
2017 Q3	–	Sell	-256	Closed	-$23K	–	271
2017 Q2	$23K	Hold	256	–	–	0.01%	162
2017 Q1	$21K	Sell	256 -152	-37%	-$11.9K	0.01%	160
2016 Q4	$30K	Buy	+408	New	+$32.1K	0.02%	156

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fusion Family Wealth's MDT Position: Q1 2019 in Review

Fusion Family Wealth sold out of Medtronic (MDT) in Q1 2019, closing a stake of 256 shares — an estimated $23K sold.

Fusion Family Wealth first reported a position in MDT in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q4 2016. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

Fusion Family Wealth reported no remaining Medtronic position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 256 Medtronic shares in Q1 2019, an estimated $23K.
Fusion Family Wealth first reported a position in Medtronic in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Medtronic position peaked at $30K in Q4 2016.
1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.