LBA Wealth Management’s Medtronic MDT Stock Holding History

LBA Wealth 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
2017 Q1	$92K	Hold	1,136	–	–	0.05%	152
2016 Q4	$81K	Sell	1,136 -100	-8%	-$7.86K	0.04%	159
2016 Q3	$107K	Sell	1,236 -70	-5%	-$6.1K	0.06%	150
2016 Q2	$113K	Sell	1,306 -25	-2%	-$2.02K	0.06%	143
2016 Q1	$100K	Buy	1,331 +1,199	+908%	+$90.3K	0.06%	151
2015 Q4	$10K	Sell	132 -131	-50%	-$9.86K	0.01%	293
2015 Q3	$18K	Sell	263 -800	-75%	-$58.9K	0.01%	232
2015 Q2	$79K	Hold	1,063	–	–	0.05%	146
2015 Q1	$83K	Buy	1,063 +47	+5%	+$3.56K	0.05%	144
2014 Q4	$73K	Sell	1,016 -55	-5%	-$3.82K	0.05%	156
2014 Q3	$66K	Buy	1,071 +186	+21%	+$11.8K	0.05%	159
2014 Q2	$56K	Buy	885 +85	+11%	+$5.16K	0.05%	158
2014 Q1	$49K	Hold	800	–	–	0.04%	161
2013 Q4	$46K	Buy	+800	New	+$45.4K	0.04%	160

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

LBA Wealth Management's MDT Position: Q1 2017 in Review

LBA Wealth Management held its Medtronic (MDT) position steady in Q1 2017 at 1,136 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #152.

LBA Wealth Management first reported a position in MDT in Q4 2013 and has held it in 14 quarters since. The position peaked at $113K in Q2 2016. 1,283 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

LBA Wealth Management held 1,136 shares of Medtronic worth $92K as of Q1 2017.
LBA Wealth Management left its Medtronic share count unchanged in Q1 2017.
Medtronic made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #152 holding.
LBA Wealth Management first reported a position in Medtronic in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Medtronic position peaked at $113K in Q2 2016.
1,283 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.