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Patriot Wealth Management’s Medtronic MDT Stock Holding History

Patriot 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
Q4 		$7.74M Sell
85,081
-1,982
-2% -$185K 1.13% 33
2018
Q3 		$8.56M Buy
+87,063
New +$8.05M 1.08% 39

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Wealth Management's MDT Position: Q4 2018 in Review

Patriot Wealth Management reduced its Medtronic (MDT) stake by 2.3% in Q4 2018, selling an estimated $185K and leaving 85,081 shares worth $7.74M. The position accounts for 1.13% of the portfolio, ranked #33.

Patriot Wealth Management first reported a position in MDT in Q3 2018 and has held it in 2 quarters since. The position peaked at $8.56M in Q3 2018. 1,564 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Patriot Wealth Management held 85,081 shares of Medtronic worth $7.74M as of Q4 2018.
  • Patriot Wealth Management sold 1,982 Medtronic shares in Q4 2018, an estimated $185K.
  • Medtronic made up 1.13% of Patriot Wealth Management's portfolio in Q4 2018, its #33 holding.
  • Patriot Wealth Management first reported a position in Medtronic in Q3 2018 and has held it in 2 quarters since.
  • Patriot Wealth Management's Medtronic position peaked at $8.56M in Q3 2018.
  • 1,564 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.