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Weatherstone Capital Management’s Medtronic MDT Stock Holding History

Weatherstone Capital Management’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 		$205K Sell
2,250
-1,056
-32% -$94.5K 0.22% 84
2018
Q4 		$325K Buy
3,306
+1,149
+53% +$107K 0.08% 126
2018
Q3 		$212K Buy
+2,157
New +$199K 0.16% 91

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

Weatherstone Capital Management's MDT Position: Q1 2019 in Review

Weatherstone Capital Management reduced its Medtronic (MDT) stake by 32% in Q1 2019, selling an estimated $94.5K and leaving 2,250 shares worth $205K. The position accounts for 0.22% of the portfolio, ranked #84.

Weatherstone Capital Management first reported a position in MDT in Q3 2018 and has held it in 3 quarters since. The position peaked at $325K in Q4 2018. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

  • Weatherstone Capital Management held 2,250 shares of Medtronic worth $205K as of Q1 2019.
  • Weatherstone Capital Management sold 1,056 Medtronic shares in Q1 2019, an estimated $94.5K.
  • Medtronic made up 0.22% of Weatherstone Capital Management's portfolio in Q1 2019, its #84 holding.
  • Weatherstone Capital Management first reported a position in Medtronic in Q3 2018 and has held it in 3 quarters since.
  • Weatherstone Capital Management's Medtronic position peaked at $325K in Q4 2018.
  • 1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.