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MPS Loria Financial Planners’s Medtronic MDT Stock Holding History

MPS Loria Financial Planners’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
Q3 		– Sell
-1,070
Closed -$91K – 235
2017
Q2 		$91K Buy
+1,070
New +$90.2K 0.06% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MPS Loria Financial Planners's MDT Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Medtronic (MDT) in Q3 2017, closing a stake of 1,070 shares — an estimated $91K sold.

MPS Loria Financial Planners first reported a position in MDT in Q2 2017 and held it in 1 quarter. The position peaked at $91K in Q2 2017. 1,290 funds tracked by Wall St. Rank hold MDT as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Medtronic position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,070 Medtronic shares in Q3 2017, an estimated $91K.
  • MPS Loria Financial Planners first reported a position in Medtronic in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Medtronic position peaked at $91K in Q2 2017.
  • 1,290 funds tracked by Wall St. Rank held Medtronic as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.