Rand Wealth’s Medtronic MDT Stock Holding History

Rand Wealth’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	$254K	Hold	2,585	–	–	0.03%	209
2018 Q2	$221K	Sell	2,585 -32	-1%	-$2.67K	0.02%	219
2018 Q1	$210K	Buy	2,617 +32	+1%	+$2.64K	0.02%	216
2017 Q4	$209K	Hold	2,585	–	–	0.02%	219
2017 Q3	$201K	Sell	2,585 -25	-1%	-$2.08K	0.02%	214
2017 Q2	$232K	Buy	+2,610	New	+$220K	0.03%	198
2015 Q4	–	Sell	-7,375	Closed	-$494K	–	218
2015 Q3	$494K	Buy	7,375 +39	+0.5%	+$2.87K	0.07%	164
2015 Q2	$544K	Hold	7,336	–	–	0.07%	158
2015 Q1	$572K	Buy	7,336 +286	+4%	+$21.7K	0.08%	159
2014 Q4	$533K	Sell	7,050 -150	-2%	-$10.4K	0.07%	160
2014 Q3	$446K	Sell	7,200 -400	-5%	-$25.4K	0.06%	152
2014 Q2	$485K	Hold	7,600	–	–	0.07%	146
2014 Q1	$468K	Buy	7,600 +400	+6%	+$23.3K	0.08%	144
2013 Q4	$413K	Hold	7,200	–	–	0.07%	151
2013 Q3	$383K	Sell	7,200 -600	-8%	-$32.3K	0.08%	150
2013 Q2	$401K	Buy	+7,800	New	+$386K	0.09%	143

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

Rand Wealth's MDT Position: Q3 2018 in Review

Rand Wealth held its Medtronic (MDT) position steady in Q3 2018 at 2,585 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #209.

Rand Wealth first reported a position in MDT in Q2 2013 and has held it in 16 quarters since. The position peaked at $572K in Q1 2015. 1,484 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

Rand Wealth held 2,585 shares of Medtronic worth $254K as of Q3 2018.
Rand Wealth left its Medtronic share count unchanged in Q3 2018.
Medtronic made up 0.03% of Rand Wealth's portfolio in Q3 2018, its #209 holding.
Rand Wealth first reported a position in Medtronic in Q2 2013 and has held it in 16 quarters since.
Rand Wealth's Medtronic position peaked at $572K in Q1 2015.
1,484 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.