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WESPAC Advisors SoCal’s Medtronic MDT Stock Holding History

WESPAC Advisors SoCal’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
-242
Closed -$22K – 207
2019
Q1 		$22K Sell
242
-317
-57% -$28.4K 0.01% 167
2018
Q4 		$50K Buy
559
+459
+459% +$42.9K 0.03% 121
2018
Q3 		$9K Buy
+100
New +$9.24K ﹤0.01% 244
2016
Q4 		– Sell
-192
Closed -$16.6K – 274
2016
Q3 		$16.6K Buy
192
+27
+16% +$2.35K 0.01% 158
2016
Q2 		$14.3K Buy
+165
New +$13.3K 0.01% 178

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

WESPAC Advisors SoCal's MDT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Medtronic (MDT) in Q2 2019, closing a stake of 242 shares — an estimated $22K sold.

WESPAC Advisors SoCal first reported a position in MDT in Q2 2016 and held it in 5 quarters. The position peaked at $50K in Q4 2018. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Medtronic position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 242 Medtronic shares in Q2 2019, an estimated $22K.
  • WESPAC Advisors SoCal first reported a position in Medtronic in Q2 2016 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Medtronic position peaked at $50K in Q4 2018.
  • 1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.