Braver Wealth Management’s Medtronic MDT Stock Holding History

Braver Wealth 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
2016 Q2	–	Sell	-2,687	Closed	-$202K	–	150
2016 Q1	$202K	Buy	+2,687	New	+$202K	0.03%	143
2015 Q2	–	Sell	-28,376	Closed	-$2.21M	–	93
2015 Q1	$2.21M	Sell	28,376 -846	-3%	-$64.1K	0.45%	40
2014 Q4	$2.11M	Buy	29,222 +6,577	+29%	+$457K	0.43%	40
2014 Q3	$1.4M	Buy	+22,645	New	+$1.44M	0.42%	40

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

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

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

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

Braver Wealth Management's MDT Position: Q2 2016 in Review

Braver Wealth Management sold out of Medtronic (MDT) in Q2 2016, closing a stake of 2,687 shares — an estimated $202K sold.

Braver Wealth Management first reported a position in MDT in Q3 2014 and held it in 4 quarters. The position peaked at $2.21M in Q1 2015. 1,262 funds tracked by Wall St. Rank hold MDT as of Q2 2016.

Braver Wealth Management reported no remaining Medtronic position as of Q2 2016 after selling out during the quarter.
Braver Wealth Management sold 2,687 Medtronic shares in Q2 2016, an estimated $202K.
Braver Wealth Management first reported a position in Medtronic in Q3 2014 and held it in 4 quarters.
Braver Wealth Management's Medtronic position peaked at $2.21M in Q1 2015.
1,262 funds tracked by Wall St. Rank held Medtronic as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.