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Aviance Capital Management’s Medtronic MDT Stock Holding History

Aviance Capital 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
Q4 		– Sell
-4,321
Closed -$289K – 317
2015
Q3 		$289K Buy
+4,321
New +$318K 0.01% 255
2015
Q1 		– Sell
-40,340
Closed -$2.91M – 292
2014
Q4 		$2.91M Buy
40,340
+542
+1% +$37.6K 0.1% 117
2014
Q3 		$2.46M Buy
39,798
+869
+2% +$55.3K 0.1% 126
2014
Q2 		$2.48M Buy
38,929
+22,994
+144% +$1.4M 0.11% 109
2014
Q1 		$981K Buy
+15,935
New +$928K 0.05% 145

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 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aviance Capital Management's MDT Position: Q4 2015 in Review

Aviance Capital Management sold out of Medtronic (MDT) in Q4 2015, closing a stake of 4,321 shares — an estimated $289K sold.

Aviance Capital Management first reported a position in MDT in Q1 2014 and held it in 5 quarters. The position peaked at $2.91M in Q4 2014. 1,251 funds tracked by Wall St. Rank hold MDT as of Q4 2015.

  • Aviance Capital Management reported no remaining Medtronic position as of Q4 2015 after selling out during the quarter.
  • Aviance Capital Management sold 4,321 Medtronic shares in Q4 2015, an estimated $289K.
  • Aviance Capital Management first reported a position in Medtronic in Q1 2014 and held it in 5 quarters.
  • Aviance Capital Management's Medtronic position peaked at $2.91M in Q4 2014.
  • 1,251 funds tracked by Wall St. Rank held Medtronic as of Q4 2015.

Based on Aviance Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.