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1st Global Advisors’s Medtronic MDT Stock Holding History

1st Global 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
2016
Q4 		– Sell
-2,763
Closed -$239K – 534
2016
Q3 		$239K Sell
2,763
-1,494
-35% -$130K 0.03% 435
2016
Q2 		$369K Sell
4,257
-263
-6% -$21.3K 0.05% 304
2016
Q1 		$339K Sell
4,520
-51
-1% -$3.84K 0.05% 316
2015
Q4 		$352K Sell
4,571
-105
-2% -$7.9K 0.05% 275
2015
Q3 		$313K Sell
4,676
-353
-7% -$26K 0.05% 304
2015
Q2 		$373 Buy
5,029
+768
+18% +$58.7K 0.06% 274
2015
Q1 		$332K Buy
4,261
+987
+30% +$74.8K 0.05% 307
2014
Q4 		$236K Buy
+3,274
New +$227K 0.03% 393

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

1st Global Advisors's MDT Position: Q4 2016 in Review

1st Global Advisors sold out of Medtronic (MDT) in Q4 2016, closing a stake of 2,763 shares — an estimated $239K sold.

1st Global Advisors first reported a position in MDT in Q4 2014 and held it in 8 quarters. The position peaked at $369K in Q2 2016. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

  • 1st Global Advisors reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
  • 1st Global Advisors sold 2,763 Medtronic shares in Q4 2016, an estimated $239K.
  • 1st Global Advisors first reported a position in Medtronic in Q4 2014 and held it in 8 quarters.
  • 1st Global Advisors's Medtronic position peaked at $369K in Q2 2016.
  • 1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on 1st Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.