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WealthTrust Fairport’s Medtronic MDT Stock Holding History

WealthTrust Fairport’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 		– Sell
-81
Closed -$7K – 545
2018
Q2 		$7K Buy
+81
New +$6.77K ﹤0.01% 403
2014
Q4 		– Sell
-811
Closed -$50K – 485
2014
Q3 		$50K Sell
811
-1
-0.1% -$64 0.01% 158
2014
Q2 		$52K Buy
812
+1
+0.1% +$61 0.01% 157
2014
Q1 		$50K Sell
811
-120
-13% -$6.99K 0.01% 151
2013
Q4 		$53K Sell
931
-2,120
-69% -$120K 0.01% 139
2013
Q3 		$162K Buy
3,051
+2,751
+917% +$148K 0.03% 124
2013
Q2 		$15K Buy
+300
New +$14.8K ﹤0.01% 218

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

WealthTrust Fairport's MDT Position: Q3 2018 in Review

WealthTrust Fairport sold out of Medtronic (MDT) in Q3 2018, closing a stake of 81 shares — an estimated $7K sold.

WealthTrust Fairport first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $162K in Q3 2013. 1,484 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

  • WealthTrust Fairport reported no remaining Medtronic position as of Q3 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 81 Medtronic shares in Q3 2018, an estimated $7K.
  • WealthTrust Fairport first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
  • WealthTrust Fairport's Medtronic position peaked at $162K in Q3 2013.
  • 1,484 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on WealthTrust Fairport's 13F filing for Q3 2018, filed 2 Nov 2018.