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Genesis Wealth Advisors’s Medtronic MDT Stock Holding History

Genesis 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
2015
Q2 		$34.7K Buy
468
+8
+2% +$611 0.03% 223
2015
Q1 		$35K Sell
460
-100
-18% -$7.58K 0.03% 235
2014
Q4 		$44K Buy
+560
New +$38.9K 0.03% 227

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Genesis Wealth Advisors's MDT Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Medtronic (MDT) stake by 1.7% in Q2 2015, buying an estimated $611 and bringing the position to 468 shares worth $34.7K. The position accounts for 0.03% of the portfolio, ranked #223.

Genesis Wealth Advisors first reported a position in MDT in Q4 2014 and has held it in 3 quarters since. The position peaked at $44K in Q4 2014. 1,259 funds tracked by Wall St. Rank hold MDT as of Q2 2015.

  • Genesis Wealth Advisors held 468 shares of Medtronic worth $34.7K as of Q2 2015.
  • Genesis Wealth Advisors bought 8 Medtronic shares in Q2 2015, an estimated $611.
  • Medtronic made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #223 holding.
  • Genesis Wealth Advisors first reported a position in Medtronic in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Medtronic position peaked at $44K in Q4 2014.
  • 1,259 funds tracked by Wall St. Rank held Medtronic as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.