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Wealthfront’s Medtronic MDT Stock Holding History

Wealthfront’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
Q3 		$3.34M Buy
33,951
+3,619
+12% +$335K 0.03% 90
2018
Q2 		$2.6M Buy
30,332
+8,093
+36% +$676K 0.03% 98
2018
Q1 		$1.78M Sell
22,239
-6,380
-22% -$526K 0.02% 151
2017
Q4 		$2.31M Buy
28,619
+8,783
+44% +$703K 0.03% 105
2017
Q3 		$1.54M Sell
19,836
-9,696
-33% -$805K 0.02% 134
2017
Q2 		$2.62M Buy
29,532
+8,594
+41% +$725K 0.04% 74
2017
Q1 		$1.69M Buy
20,938
+9,748
+87% +$761K 0.03% 95
2016
Q4 		$797K Sell
11,190
-19,774
-64% -$1.55M 0.02% 137
2016
Q3 		$2.67M Buy
30,964
+4,498
+17% +$392K 0.06% 59
2016
Q2 		$2.3M Buy
26,466
+3,634
+16% +$294K 0.06% 58
2016
Q1 		$1.71M Sell
22,832
-1,076
-5% -$81K 0.05% 67
2015
Q4 		$1.84M Buy
23,908
+9,456
+65% +$712K 0.07% 56
2015
Q3 		$967K Buy
14,452
+5,770
+66% +$425K 0.04% 78
2015
Q2 		$643K Sell
8,682
-1,362
-14% -$104K 0.03% 88
2015
Q1 		$783K Buy
10,044
+4,322
+76% +$328K 0.04% 52
2014
Q4 		$413K Buy
5,722
+1,117
+24% +$77.6K 0.02% 83
2014
Q3 		$285K Buy
4,605
+1,365
+42% +$86.8K 0.02% 104
2014
Q2 		$209K Buy
3,240
+1,487
+85% +$90.3K 0.02% 102
2014
Q1 		$108K Buy
+1,753
New +$102K 0.01% 122

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

Wealthfront's MDT Position: Q3 2018 in Review

Wealthfront increased its Medtronic (MDT) stake by 12% in Q3 2018, buying an estimated $335K and bringing the position to 33,951 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #90.

Wealthfront first reported a position in MDT in Q1 2014 and has held it in 19 quarters since. 1,485 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

  • Wealthfront held 33,951 shares of Medtronic worth $3.34M as of Q3 2018.
  • Wealthfront bought 3,619 Medtronic shares in Q3 2018, an estimated $335K.
  • Medtronic made up 0.03% of Wealthfront's portfolio in Q3 2018, its #90 holding.
  • Wealthfront first reported a position in Medtronic in Q1 2014 and has held it in 19 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.