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Aris Wealth Services’s Medtronic MDT Stock Holding History

Aris Wealth Services’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
Q3 		$13K Sell
199
-1,964
-91% -$145K 0.03% 198
2015
Q2 		$160K Sell
2,163
-806
-27% -$61.6K 0.15% 114
2015
Q1 		$232K Buy
+2,969
New +$225K 0.22% 94

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aris Wealth Services's MDT Position: Q3 2015 in Review

Aris Wealth Services reduced its Medtronic (MDT) stake by 91% in Q3 2015, selling an estimated $145K and leaving 199 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #198.

Aris Wealth Services first reported a position in MDT in Q1 2015 and has held it in 3 quarters since. The position peaked at $232K in Q1 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Aris Wealth Services held 199 shares of Medtronic worth $13K as of Q3 2015.
  • Aris Wealth Services sold 1,964 Medtronic shares in Q3 2015, an estimated $145K.
  • Medtronic made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #198 holding.
  • Aris Wealth Services first reported a position in Medtronic in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Medtronic position peaked at $232K in Q1 2015.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.