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Allegis Investment Advisors’s Medtronic MDT Stock Holding History

Allegis Investment 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
Q1 		– Sell
-855
Closed -$66K – 626
2015
Q4 		$66K Buy
+855
New +$64.4K 0.04% 285

Other funds holding MDT

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

Allegis Investment Advisors's MDT Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Medtronic (MDT) in Q1 2016, closing a stake of 855 shares — an estimated $66K sold.

Allegis Investment Advisors first reported a position in MDT in Q4 2015 and held it in 1 quarter. The position peaked at $66K in Q4 2015. 1,240 funds tracked by Wall St. Rank hold MDT as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Medtronic position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 855 Medtronic shares in Q1 2016, an estimated $66K.
  • Allegis Investment Advisors first reported a position in Medtronic in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Medtronic position peaked at $66K in Q4 2015.
  • 1,240 funds tracked by Wall St. Rank held Medtronic as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.