RKL Wealth Management’s Medtronic MDT Stock Holding History

RKL 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
2017 Q4	–	Sell	-2,709	Closed	-$212K	–	145
2017 Q3	$212K	Buy	+2,709	New	+$225K	0.06%	144

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

RKL Wealth Management's MDT Position: Q4 2017 in Review

RKL Wealth Management sold out of Medtronic (MDT) in Q4 2017, closing a stake of 2,709 shares — an estimated $212K sold.

RKL Wealth Management first reported a position in MDT in Q3 2017 and held it in 1 quarter. The position peaked at $212K in Q3 2017. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

RKL Wealth Management reported no remaining Medtronic position as of Q4 2017 after selling out during the quarter.
RKL Wealth Management sold 2,709 Medtronic shares in Q4 2017, an estimated $212K.
RKL Wealth Management first reported a position in Medtronic in Q3 2017 and held it in 1 quarter.
RKL Wealth Management's Medtronic position peaked at $212K in Q3 2017.
1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.