Sound View Wealth Advisors’s Medtronic MDT Stock Holding History

Sound View Wealth Advisors’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 Q1	$805K	Buy	8,833 +33	+0.4%	+$2.95K	0.25%	102
2018 Q4	$800K	Buy	+8,800	New	+$822K	0.29%	95

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's MDT Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Medtronic (MDT) stake by 0.38% in Q1 2019, buying an estimated $2.95K and bringing the position to 8,833 shares worth $805K. The position accounts for 0.25% of the portfolio, ranked #102.

Sound View Wealth Advisors first reported a position in MDT in Q4 2018 and has held it in 2 quarters since. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

Sound View Wealth Advisors held 8,833 shares of Medtronic worth $805K as of Q1 2019.
Sound View Wealth Advisors bought 33 Medtronic shares in Q1 2019, an estimated $2.95K.
Medtronic made up 0.25% of Sound View Wealth Advisors's portfolio in Q1 2019, its #102 holding.
Sound View Wealth Advisors first reported a position in Medtronic in Q4 2018 and has held it in 2 quarters since.
1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.