VSWA
MDT icon

Vontobel Swiss Wealth Advisors’s Medtronic MDT Stock Holding History

Vontobel Swiss 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
Q2 		– Sell
-38,054
Closed -$3.43M – 120
2019
Q1 		$3.43M Buy
38,054
+3,146
+9% +$282K 3.72% 10
2018
Q4 		$3.13M Buy
34,908
+12,955
+59% +$1.21M 2.33% 14
2018
Q3 		$2.16M Sell
21,953
-1,605
-7% -$148K 1.27% 25
2018
Q2 		$2.02M Sell
23,558
-820
-3% -$68.5K 1.14% 26
2018
Q1 		$1.96M Buy
24,378
+155
+0.6% +$12.8K 1.03% 29
2017
Q4 		$1.96M Sell
24,223
-420
-2% -$33.6K 1.15% 30
2017
Q3 		$1.92M Buy
24,643
+2,150
+10% +$179K 1.17% 30
2017
Q2 		$2M Sell
22,493
-1,247
-5% -$105K 1.27% 22
2017
Q1 		$1.91M Buy
23,740
+403
+2% +$31.5K 1.04% 28
2016
Q4 		$1.66M Buy
23,337
+18,987
+436% +$1.49M 1.02% 35
2016
Q3 		$376K Buy
+4,350
New +$379K 0.2% 50

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
State Street
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 $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's MDT Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Medtronic (MDT) in Q2 2019, closing a stake of 38,054 shares — an estimated $3.43M sold.

Vontobel Swiss Wealth Advisors first reported a position in MDT in Q3 2016 and held it in 11 quarters. The position peaked at $3.43M in Q1 2019. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Medtronic position as of Q2 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 38,054 Medtronic shares in Q2 2019, an estimated $3.43M.
  • Vontobel Swiss Wealth Advisors first reported a position in Medtronic in Q3 2016 and held it in 11 quarters.
  • Vontobel Swiss Wealth Advisors's Medtronic position peaked at $3.43M in Q1 2019.
  • 1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.