Boston Private Bank & Trust’s Medtronic MDT Stock Holding History

Boston Private Bank & Trust’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	$32.7M	Buy	418,957 +202,303	+93%	+$15.3M	1.51%	6
2014 Q4	$15.6M	Sell	216,654 -2,361	-1%	-$164K	0.72%	45
2014 Q3	$13.6M	Buy	219,015 +6,339	+3%	+$403K	0.66%	50
2014 Q2	$13.6M	Sell	212,676 -6,826	-3%	-$415K	0.66%	49
2014 Q1	$13.5M	Sell	219,502 -40,032	-15%	-$2.33M	0.68%	48
2013 Q4	$14.9M	Buy	259,534 +62,379	+32%	+$3.54M	0.74%	43
2013 Q3	$10.5M	Buy	197,155 +11,162	+6%	+$601K	0.58%	58
2013 Q2	$9.57M	Buy	+185,993	New	+$9.19M	0.56%	60

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

Boston Private Bank & Trust's MDT Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Medtronic (MDT) stake by 93% in Q1 2015, buying an estimated $15.3M and bringing the position to 418,957 shares worth $32.7M. The position accounts for 1.51% of the portfolio, ranked #6.

Boston Private Bank & Trust first reported a position in MDT in Q2 2013 and has held it in 8 quarters since. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

Boston Private Bank & Trust held 418,957 shares of Medtronic worth $32.7M as of Q1 2015.
Boston Private Bank & Trust bought 202,303 Medtronic shares in Q1 2015, an estimated $15.3M.
Medtronic made up 1.51% of Boston Private Bank & Trust's portfolio in Q1 2015, its #6 holding.
Boston Private Bank & Trust first reported a position in Medtronic in Q2 2013 and has held it in 8 quarters since.
1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.