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RPg Family Wealth Advisory’s Medtronic MDT Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-259
Closed -$20.8K – 272
2018
Q1 		$20.8K Sell
259
-311
-55% -$25.7K 0.02% 192
2017
Q4 		$46K Buy
570
+24
+4% +$1.92K 0.04% 134
2017
Q3 		$42.5K Buy
546
+340
+165% +$28.2K 0.03% 150
2017
Q2 		$18.3K Hold
206
– – 0.02% 248
2017
Q1 		$16.6K Sell
206
-238
-54% -$18.6K 0.01% 229
2016
Q4 		$31.6K Sell
444
-106
-19% -$8.33K 0.03% 150
2016
Q3 		$47.5K Buy
550
+275
+100% +$24K 0.03% 123
2016
Q2 		$23.9K Sell
275
-81
-23% -$6.55K 0.01% 181
2016
Q1 		$26.7K Buy
356
+147
+70% +$11.1K 0.02% 165
2015
Q4 		$16.1K Buy
+209
New +$15.7K 0.01% 164

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 $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RPg Family Wealth Advisory's MDT Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Medtronic (MDT) in Q2 2018, closing a stake of 259 shares — an estimated $20.8K sold.

RPg Family Wealth Advisory first reported a position in MDT in Q4 2015 and held it in 10 quarters. The position peaked at $47.5K in Q3 2016. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • RPg Family Wealth Advisory reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 259 Medtronic shares in Q2 2018, an estimated $20.8K.
  • RPg Family Wealth Advisory first reported a position in Medtronic in Q4 2015 and held it in 10 quarters.
  • RPg Family Wealth Advisory's Medtronic position peaked at $47.5K in Q3 2016.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.