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MYCIO Wealth Partners’s Medtronic MDT Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-5,462
Closed -$620K – 245
2019
Q4 		$620K Buy
5,462
+185
+4% +$20.3K 0.04% 176
2019
Q3 		$573K Buy
5,277
+2,368
+81% +$247K 0.04% 162
2019
Q2 		$283K Buy
+2,909
New +$266K 0.02% 245
2017
Q3 		– Sell
-2,606
Closed -$231K – 253
2017
Q2 		$231K Sell
2,606
-744
-22% -$62.7K 0.03% 208
2017
Q1 		$270K Buy
3,350
+153
+5% +$12K 0.03% 185
2016
Q4 		$228K Buy
3,197
+224
+8% +$17.6K 0.03% 192
2016
Q3 		$257K Buy
2,973
+1,415
+91% +$123K 0.04% 147
2016
Q2 		$135K Buy
1,558
+65
+4% +$5.26K 0.02% 220
2016
Q1 		$112K Hold
1,493
– – 0.02% 211
2015
Q4 		$115K Sell
1,493
-34
-2% -$2.56K 0.02% 199
2015
Q3 		$102K Buy
1,527
+34
+2% +$2.5K 0.02% 205
2015
Q2 		$111K Buy
1,493
+209
+16% +$16K 0.02% 201
2015
Q1 		$100K Buy
1,284
+784
+157% +$59.4K 0.02% 211
2014
Q4 		$36K Hold
500
– – 0.01% 310
2014
Q3 		$31K Hold
500
– – 0.01% 310
2014
Q2 		$32K Hold
500
– – 0.01% 325
2014
Q1 		$31K Hold
500
– – 0.01% 316
2013
Q4 		$29K Hold
500
– – 0.01% 316
2013
Q3 		$27K Buy
500
+465
+1,329% +$25K 0.01% 297
2013
Q2 		$2K Buy
+35
New +$1.73K ﹤0.01% 509

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MYCIO Wealth Partners's MDT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Medtronic (MDT) in Q1 2020, closing a stake of 5,462 shares — an estimated $620K sold.

MYCIO Wealth Partners first reported a position in MDT in Q2 2013 and held it in 20 quarters. The position peaked at $620K in Q4 2019. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,462 Medtronic shares in Q1 2020, an estimated $620K.
  • MYCIO Wealth Partners first reported a position in Medtronic in Q2 2013 and held it in 20 quarters.
  • MYCIO Wealth Partners's Medtronic position peaked at $620K in Q4 2019.
  • 1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.