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Inspirion Wealth Advisors’s Medtronic MDT Stock Holding History

Inspirion 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
2016
Q4 		– Sell
-3,107
Closed -$268K – 62
2016
Q3 		$268K Hold
3,107
– – 0.17% 50
2016
Q2 		$270K Sell
3,107
-18
-0.6% -$1.46K 0.18% 49
2016
Q1 		$234K Buy
3,125
+18
+0.6% +$1.36K 0.16% 51
2015
Q4 		$239K Hold
3,107
– – 0.18% 49
2015
Q3 		$208K Hold
3,107
– – 0.16% 51
2015
Q2 		$230K Hold
3,107
– – 0.17% 50
2015
Q1 		$242K Buy
+3,107
New +$235K 0.19% 47

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Inspirion Wealth Advisors's MDT Position: Q4 2016 in Review

Inspirion Wealth Advisors sold out of Medtronic (MDT) in Q4 2016, closing a stake of 3,107 shares — an estimated $268K sold.

Inspirion Wealth Advisors first reported a position in MDT in Q1 2015 and held it in 7 quarters. The position peaked at $270K in Q2 2016. 1,269 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

  • Inspirion Wealth Advisors reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 3,107 Medtronic shares in Q4 2016, an estimated $268K.
  • Inspirion Wealth Advisors first reported a position in Medtronic in Q1 2015 and held it in 7 quarters.
  • Inspirion Wealth Advisors's Medtronic position peaked at $270K in Q2 2016.
  • 1,269 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.