Sharkey, Howes & Javer’s Medtronic MDT Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-800	Closed	-$78K	–	122
2019 Q2	$78K	Hold	800	–	–	0.04%	94
2019 Q1	$73K	Hold	800	–	–	0.03%	96
2018 Q4	$73K	Hold	800	–	–	0.05%	92
2018 Q3	$79K	Hold	800	–	–	0.04%	95
2018 Q2	$68K	Hold	800	–	–	0.04%	90
2018 Q1	$64K	Hold	800	–	–	0.04%	80
2017 Q4	$65K	Sell	800 -649	-45%	-$52K	0.04%	77
2017 Q3	$112K	Buy	1,449 +449	+45%	+$37.3K	0.06%	61
2017 Q2	$89K	Sell	1,000 -100	-9%	-$8.43K	0.05%	68
2017 Q1	$89K	Hold	1,100	–	–	0.05%	66
2016 Q4	$78K	Hold	1,100	–	–	0.05%	73
2016 Q3	$95K	Hold	1,100	–	–	0.06%	60
2016 Q2	$83K	Hold	1,100	–	–	0.05%	73
2016 Q1	$83K	Hold	1,100	–	–	0.06%	69
2015 Q4	$85K	Hold	1,100	–	–	0.06%	66
2015 Q3	$77K	Hold	1,100	–	–	0.06%	72
2015 Q2	$82K	Hold	1,100	–	–	0.06%	52
2015 Q1	$86K	Buy	+1,100	New	+$83.4K	0.06%	72

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return