Signature Financial Management’s Medtronic MDT Stock Holding History

Signature Financial 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	–	Sell	-7,916	Closed	-$781K	–	154
2018 Q3	$781K	Sell	7,916 -380	-5%	-$35.1K	0.14%	68
2018 Q2	$710K	Sell	8,296 -217	-3%	-$18.1K	0.15%	70
2018 Q1	$682K	Buy	+8,513	New	+$702K	0.14%	66
2017 Q4	–	Sell	-3,980	Closed	-$256K	–	139
2017 Q3	$256K	Buy	3,980 +992	+33%	+$82.4K	0.08%	137
2017 Q2	$265K	Buy	2,988 +154	+5%	+$13K	0.08%	124
2017 Q1	$229K	Buy	+2,834	New	+$221K	0.07%	134

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Financial Management's MDT Position: Q4 2018 in Review

Signature Financial Management sold out of Medtronic (MDT) in Q4 2018, closing a stake of 7,916 shares — an estimated $781K sold.

Signature Financial Management first reported a position in MDT in Q1 2017 and held it in 6 quarters. The position peaked at $781K in Q3 2018. 1,564 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

Signature Financial Management reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
Signature Financial Management sold 7,916 Medtronic shares in Q4 2018, an estimated $781K.
Signature Financial Management first reported a position in Medtronic in Q1 2017 and held it in 6 quarters.
Signature Financial Management's Medtronic position peaked at $781K in Q3 2018.
1,564 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.