WFG Advisors’s Medtronic MDT Stock Holding History

WFG Advisors’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
2017 Q2	$1.47M	Buy	16,507 +3,742	+29%	+$316K	0.33%	83
2017 Q1	$1.03M	Sell	12,765 -4,796	-27%	-$375K	0.27%	86
2016 Q4	$1.25M	Sell	17,561 -1,539	-8%	-$121K	0.31%	85
2016 Q3	$1.65M	Buy	19,100 +3,051	+19%	+$266K	0.41%	62
2016 Q2	$1.39M	Sell	16,049 -595	-4%	-$48.1K	0.37%	67
2016 Q1	$1.25M	Sell	16,644 -1,773	-10%	-$134K	0.36%	67
2015 Q4	$1.42M	Buy	18,417 +88	+0.5%	+$6.62K	0.42%	50
2015 Q3	$1.23M	Sell	18,329 -1,080	-6%	-$79.5K	0.38%	56
2015 Q2	$1.44M	Sell	19,409 -1,896	-9%	-$145K	0.4%	53
2015 Q1	$1.66M	Buy	+21,305	New	+$1.61M	0.46%	36
2014 Q4	–	Sell	-23,261	Closed	-$1.44M	–	2177
2014 Q3	$1.44M	Buy	23,261 +432	+2%	+$27.5K	0.27%	79
2014 Q2	$1.46M	Sell	22,829 -175	-0.8%	-$10.6K	0.27%	79
2014 Q1	$1.42M	Sell	23,004 -6,984	-23%	-$407K	0.28%	70
2013 Q4	$1.72M	Sell	29,988 -1,085	-3%	-$61.5K	0.24%	99
2013 Q3	$1.66M	Buy	31,073 +3,485	+13%	+$188K	0.26%	92
2013 Q2	$1.42M	Buy	+27,588	New	+$1.36M	0.24%	108

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

WFG Advisors's MDT Position: Q2 2017 in Review

WFG Advisors increased its Medtronic (MDT) stake by 29% in Q2 2017, buying an estimated $316K and bringing the position to 16,507 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #83.

WFG Advisors first reported a position in MDT in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2013. 1,280 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

WFG Advisors held 16,507 shares of Medtronic worth $1.47M as of Q2 2017.
WFG Advisors bought 3,742 Medtronic shares in Q2 2017, an estimated $316K.
Medtronic made up 0.33% of WFG Advisors's portfolio in Q2 2017, its #83 holding.
WFG Advisors first reported a position in Medtronic in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Medtronic position peaked at $1.72M in Q4 2013.
1,280 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.