Autus Asset Management’s Medtronic MDT Stock Holding History

Autus Asset 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
2016 Q4	–	Sell	-2,350	Closed	-$203K	–	150
2016 Q3	$203K	Buy	+2,350	New	+$205K	0.05%	150
2015 Q3	–	Sell	-3,210	Closed	-$238K	–	137
2015 Q2	$238K	Buy	3,210 +210	+7%	+$16K	0.07%	128
2015 Q1	$234K	Buy	+3,000	New	+$227K	0.06%	125
2013 Q4	–	Sell	-4,153	Closed	-$221K	–	117
2013 Q3	$221K	Buy	4,153 +1	+0%	+$54	0.09%	107
2013 Q2	$214K	Buy	+4,152	New	+$205K	0.1%	108

Other funds holding MDT

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Autus Asset Management's MDT Position: Q4 2016 in Review

Autus Asset Management sold out of Medtronic (MDT) in Q4 2016, closing a stake of 2,350 shares — an estimated $203K sold.

Autus Asset Management first reported a position in MDT in Q2 2013 and held it in 5 quarters. The position peaked at $238K in Q2 2015. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Autus Asset Management reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
Autus Asset Management sold 2,350 Medtronic shares in Q4 2016, an estimated $203K.
Autus Asset Management first reported a position in Medtronic in Q2 2013 and held it in 5 quarters.
Autus Asset Management's Medtronic position peaked at $238K in Q2 2015.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Autus Asset Management's 13F filing for Q4 2016, filed 3 Feb 2017.