Integrated Wealth Management (Palm Desert)’s Medtronic MDT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$279K	Buy	+3,469	New	+$271K	0.09%	193
2016 Q4	–	Sell	-2,846	Closed	-$246K	–	713
2016 Q3	$246K	Hold	2,846	–	–	0.09%	191
2016 Q2	$247K	Sell	2,846 -1,345	-32%	-$109K	0.1%	185
2016 Q1	$314K	Buy	4,191 +1,198	+40%	+$90.2K	0.13%	136
2015 Q4	$230K	Buy	+2,993	New	+$225K	0.1%	166
2015 Q2	–	Sell	-4,530	Closed	-$353K	–	1408
2015 Q1	$353K	Buy	+4,530	New	+$343K	0.15%	122

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MDT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in Medtronic (MDT) in Q1 2017: 3,469 shares worth $279K. The stake represents 0.09% of the portfolio and ranks #193 among its holdings. This is a return to the name: Integrated Wealth Management (Palm Desert) previously reported a position in MDT as recently as Q3 2016.

Integrated Wealth Management (Palm Desert) first reported a position in MDT in Q1 2015 and has held it in 6 quarters since. The position peaked at $353K in Q1 2015. 1,284 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,469 shares of Medtronic worth $279K as of Q1 2017.
Medtronic was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
Medtronic made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #193 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Medtronic in Q1 2015 and has held it in 6 quarters since.
Integrated Wealth Management (Palm Desert)'s Medtronic position peaked at $353K in Q1 2015.
1,284 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.