BIG
MDT icon

Bellwether Investment Group’s Medtronic MDT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-1,686
Closed -$136K – 385
2017
Q1 		$136K Sell
1,686
-123
-7% -$9.61K 0.36% 74
2016
Q4 		$129K Buy
+1,809
New +$142K 0.12% 182
2016
Q2 		$81K Buy
+930
New +$75.2K 0.09% 189

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bellwether Investment Group's MDT Position: Q2 2017 in Review

Bellwether Investment Group sold out of Medtronic (MDT) in Q2 2017, closing a stake of 1,686 shares — an estimated $136K sold.

Bellwether Investment Group first reported a position in MDT in Q2 2016 and held it in 3 quarters. The position peaked at $136K in Q1 2017. 1,280 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

  • Bellwether Investment Group reported no remaining Medtronic position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,686 Medtronic shares in Q2 2017, an estimated $136K.
  • Bellwether Investment Group first reported a position in Medtronic in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Medtronic position peaked at $136K in Q1 2017.
  • 1,280 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.