BHF Kleinwort Benson Group’s Medtronic MDT Stock Holding History

BHF Kleinwort Benson 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
2015 Q1	–	Sell	-2,300	Closed	-$166K	–	439
2014 Q4	$166K	Hold	2,300	–	–	﹤0.01%	346
2014 Q3	$142K	Hold	2,300	–	–	﹤0.01%	419
2014 Q2	$147K	Sell	2,300 -211,250	-99%	-$12.8M	﹤0.01%	415
2014 Q1	$13.1M	Buy	213,550 +159,159	+293%	+$9.27M	0.38%	80
2013 Q4	$3.12M	Buy	54,391 +19,421	+56%	+$1.1M	0.2%	132
2013 Q3	$1.86M	Sell	34,970 -14,806	-30%	-$797K	0.25%	83
2013 Q2	$2.56M	Buy	+49,776	New	+$2.46M	0.32%	71

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

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

BHF Kleinwort Benson Group's MDT Position: Q1 2015 in Review

BHF Kleinwort Benson Group sold out of Medtronic (MDT) in Q1 2015, closing a stake of 2,300 shares — an estimated $166K sold.

BHF Kleinwort Benson Group first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $13.1M in Q1 2014. 1,245 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

BHF Kleinwort Benson Group reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
BHF Kleinwort Benson Group sold 2,300 Medtronic shares in Q1 2015, an estimated $166K.
BHF Kleinwort Benson Group first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
BHF Kleinwort Benson Group's Medtronic position peaked at $13.1M in Q1 2014.
1,245 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2015, filed 12 May 2015.