Genovese Burford & Brothers Wealth & Retirement Plan Management’s Medtronic MDT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q3	–	Sell	-180	Closed	-$15K	–	249
2018 Q2	$15K	Hold	180	–	–	0.01%	281
2018 Q1	$14K	Hold	180	–	–	0.01%	290
2017 Q4	$16K	Buy	+180	New	+$14.4K	0.04%	159
2017 Q3	–	Sell	-26	Closed	-$2K	–	409
2017 Q2	$2K	Hold	26	–	–	﹤0.01%	360
2017 Q1	$3K	Sell	26 -143	-85%	-$11.2K	﹤0.01%	380
2016 Q4	$13K	Sell	169 -672	-80%	-$52.8K	﹤0.01%	293
2016 Q3	$72K	Hold	841	–	–	0.03%	127
2016 Q2	$72K	Buy	841 +81	+11%	+$6.55K	0.03%	116
2016 Q1	$57K	Buy	760 +26	+4%	+$1.96K	0.03%	117
2015 Q4	$56K	Buy	+734	New	+$55.3K	0.03%	121

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MDT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Medtronic (MDT) in Q3 2018, closing a stake of 180 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MDT in Q4 2015 and held it in 10 quarters. The position peaked at $72K in Q3 2016. 1,485 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Medtronic position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 180 Medtronic shares in Q3 2018, an estimated $15K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Medtronic in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Medtronic position peaked at $72K in Q3 2016.
1,485 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.