Mariner Wealth Advisors (Cincinnati)’s Medtronic MDT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$6.96M	Buy	70,716 +4,306	+6%	+$398K	0.38%	69
2018 Q2	$5.68M	Buy	66,410 +1,430	+2%	+$119K	0.34%	71
2018 Q1	$5.21M	Buy	64,980 +206	+0.3%	+$17K	0.32%	73
2017 Q4	$5.23M	Buy	64,774 +5,541	+9%	+$444K	0.32%	71
2017 Q3	$4.61M	Buy	59,233 +876	+2%	+$72.7K	0.3%	73
2017 Q2	$5.18M	Buy	58,357 +2,321	+4%	+$196K	0.36%	67
2017 Q1	$4.51M	Sell	56,036 -142,562	-72%	-$11.1M	0.32%	72
2016 Q4	$14.1M	Sell	198,598 -4,247	-2%	-$334K	1.1%	40
2016 Q3	$17.5M	Buy	202,845 +4,782	+2%	+$417K	1.49%	22
2016 Q2	$17.2M	Buy	198,063 +9,416	+5%	+$761K	1.54%	20
2016 Q1	$14.1M	Buy	188,647 +10,116	+6%	+$762K	1.39%	29
2015 Q4	$13.7M	Buy	+178,531	New	+$13.4M	1.34%	33
2015 Q1	$1.41M	Buy	+18,042	New	+$1.37M	0.2%	64

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mariner Wealth Advisors (Cincinnati)'s MDT Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Medtronic (MDT) stake by 6.5% in Q3 2018, buying an estimated $398K and bringing the position to 70,716 shares worth $6.96M. The position accounts for 0.38% of the portfolio, ranked #69.

Mariner Wealth Advisors (Cincinnati) first reported a position in MDT in Q1 2015 and has held it in 13 quarters since. The position peaked at $17.5M in Q3 2016. 1,484 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 70,716 shares of Medtronic worth $6.96M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 4,306 Medtronic shares in Q3 2018, an estimated $398K.
Medtronic made up 0.38% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #69 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Medtronic in Q1 2015 and has held it in 13 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Medtronic position peaked at $17.5M in Q3 2016.
1,484 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.