Acuity Investment Management’s Medtronic MDT Stock Holding History

Acuity Investment 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
2015 Q1	$429K	Buy	5,504 +704	+15%	+$53.4K	0.61%	55
2014 Q4	$346K	Sell	4,800 -100	-2%	-$6.95K	0.28%	85
2014 Q3	$304K	Hold	4,900	–	–	0.23%	83
2014 Q2	$312K	Sell	4,900 -2,100	-30%	-$128K	0.21%	83
2014 Q1	$431K	Sell	7,000 -1,000	-13%	-$58.3K	0.23%	84
2013 Q4	$459K	Sell	8,000 -10,300	-56%	-$584K	0.18%	82
2013 Q3	$973K	Buy	18,300 +4,800	+36%	+$258K	0.13%	106
2013 Q2	$695K	Buy	+13,500	New	+$667K	0.09%	115

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Acuity Investment Management's MDT Position: Q1 2015 in Review

Acuity Investment Management increased its Medtronic (MDT) stake by 15% in Q1 2015, buying an estimated $53.4K and bringing the position to 5,504 shares worth $429K. The position accounts for 0.61% of the portfolio, ranked #55.

Acuity Investment Management first reported a position in MDT in Q2 2013 and has held it in 8 quarters since. The position peaked at $973K in Q3 2013. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

Acuity Investment Management held 5,504 shares of Medtronic worth $429K as of Q1 2015.
Acuity Investment Management bought 704 Medtronic shares in Q1 2015, an estimated $53.4K.
Medtronic made up 0.61% of Acuity Investment Management's portfolio in Q1 2015, its #55 holding.
Acuity Investment Management first reported a position in Medtronic in Q2 2013 and has held it in 8 quarters since.
Acuity Investment Management's Medtronic position peaked at $973K in Q3 2013.
1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.