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Guidant Wealth Advisors’s Medtronic MDT Stock Holding History

Guidant 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
2018
Q4 		– Sell
-21
Closed -$2K – 275
2018
Q3 		$2K Hold
21
– – ﹤0.01% 186
2018
Q2 		$1K Hold
21
– – ﹤0.01% 206
2018
Q1 		$1K Buy
+21
New +$1.73K ﹤0.01% 199
2017
Q4 		– Sell
-126
Closed -$9K – 200
2017
Q3 		$9K Hold
126
– – 0.01% 162
2017
Q2 		$10K Buy
+126
New +$10.6K 0.01% 195

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidant Wealth Advisors's MDT Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Medtronic (MDT) in Q4 2018, closing a stake of 21 shares — an estimated $2K sold.

Guidant Wealth Advisors first reported a position in MDT in Q2 2017 and held it in 5 quarters. The position peaked at $10K in Q2 2017. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 21 Medtronic shares in Q4 2018, an estimated $2K.
  • Guidant Wealth Advisors first reported a position in Medtronic in Q2 2017 and held it in 5 quarters.
  • Guidant Wealth Advisors's Medtronic position peaked at $10K in Q2 2017.
  • 1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.