WealthTrust-Arizona’s Medtronic MDT Stock Holding History

WealthTrust-Arizona’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	$477K	Hold	5,240	–	–	0.28%	37
2018 Q3	$515K	Buy	5,240 +3,392	+184%	+$314K	0.25%	39
2018 Q2	$158K	Sell	1,848 -3,391	-65%	-$283K	0.08%	72
2018 Q1	$420K	Buy	5,239 +147	+3%	+$12.1K	0.22%	39
2017 Q4	$411K	Sell	5,092 -67	-1%	-$5.37K	0.2%	38
2017 Q3	$401K	Buy	5,159 +165	+3%	+$13.7K	0.2%	41
2017 Q2	$443K	Buy	4,994 +441	+10%	+$37.2K	0.23%	39
2017 Q1	$367K	Hold	4,553	–	–	0.2%	45
2016 Q4	$324K	Hold	4,553	–	–	0.19%	48
2016 Q3	$393K	Hold	4,553	–	–	0.24%	43
2016 Q2	$395K	Sell	4,553 -388	-8%	-$31.4K	0.24%	45
2016 Q1	$371K	Hold	4,941	–	–	0.24%	39
2015 Q4	$380K	Sell	4,941 -150	-3%	-$11.3K	0.23%	38
2015 Q3	$341K	Sell	5,091 -274	-5%	-$20.2K	0.21%	45
2015 Q2	$398K	Hold	5,365	–	–	0.24%	43
2015 Q1	$418K	Sell	5,365 -898	-14%	-$68.1K	0.26%	41
2014 Q4	$452K	Hold	6,263	–	–	0.38%	37
2014 Q3	$388K	Hold	6,263	–	–	0.43%	43
2014 Q2	$399K	Hold	6,263	–	–	0.43%	41
2014 Q1	$385K	Hold	6,263	–	–	0.43%	37
2013 Q4	$359K	Buy	6,263 +2,600	+71%	+$147K	0.42%	37
2013 Q3	$195K	Buy	3,663 +3,300	+909%	+$178K	0.25%	49
2013 Q2	$19K	Buy	+363	New	+$17.9K	0.03%	239

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

WealthTrust-Arizona's MDT Position: Q4 2018 in Review

WealthTrust-Arizona held its Medtronic (MDT) position steady in Q4 2018 at 5,240 shares worth $477K. The position accounts for 0.28% of the portfolio, ranked #37.

WealthTrust-Arizona first reported a position in MDT in Q2 2013 and has held it in 23 quarters since. The position peaked at $515K in Q3 2018. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

WealthTrust-Arizona held 5,240 shares of Medtronic worth $477K as of Q4 2018.
WealthTrust-Arizona left its Medtronic share count unchanged in Q4 2018.
Medtronic made up 0.28% of WealthTrust-Arizona's portfolio in Q4 2018, its #37 holding.
WealthTrust-Arizona first reported a position in Medtronic in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Medtronic position peaked at $515K in Q3 2018.
1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.