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Oak Point Wealth Management’s Medtronic MDT Stock Holding History

Oak Point 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
2018
Q1 		$12K Hold
150
– – 0.01% 143
2017
Q4 		$12K Buy
+150
New +$12K 0.01% 145

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Oak Point Wealth Management's MDT Position: Q1 2018 in Review

Oak Point Wealth Management held its Medtronic (MDT) position steady in Q1 2018 at 150 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #143.

Oak Point Wealth Management first reported a position in MDT in Q4 2017 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

  • Oak Point Wealth Management held 150 shares of Medtronic worth $12K as of Q1 2018.
  • Oak Point Wealth Management left its Medtronic share count unchanged in Q1 2018.
  • Medtronic made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #143 holding.
  • Oak Point Wealth Management first reported a position in Medtronic in Q4 2017 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.