Banyan Partners’s Medtronic MDT Stock Holding History

Banyan Partners’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
2013 Q4	–	Sell	-5,098	Closed	-$272K	–	429
2013 Q3	$272K	Buy	+5,098	New	+$274K	0.02%	273

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Banyan Partners's MDT Position: Q4 2013 in Review

Banyan Partners sold out of Medtronic (MDT) in Q4 2013, closing a stake of 5,098 shares — an estimated $272K sold.

Banyan Partners first reported a position in MDT in Q3 2013 and held it in 1 quarter. The position peaked at $272K in Q3 2013. 1,067 funds tracked by Wall St. Rank hold MDT as of Q4 2013.

Banyan Partners reported no remaining Medtronic position as of Q4 2013 after selling out during the quarter.
Banyan Partners sold 5,098 Medtronic shares in Q4 2013, an estimated $272K.
Banyan Partners first reported a position in Medtronic in Q3 2013 and held it in 1 quarter.
Banyan Partners's Medtronic position peaked at $272K in Q3 2013.
1,067 funds tracked by Wall St. Rank held Medtronic as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.