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Brick & Kyle Associates’s Medtronic MDT Stock Holding History

Brick & Kyle Associates’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
-1,527
Closed -$123K – 245
2017
Q1 		$123K Hold
1,527
– – 0.1% 112
2016
Q4 		$109K Sell
1,527
-66
-4% -$5.18K 0.09% 118
2016
Q3 		$138K Sell
1,593
-240
-13% -$20.9K 0.11% 106
2016
Q2 		$159K Buy
1,833
+133
+8% +$10.8K 0.13% 98
2016
Q1 		$128K Hold
1,700
– – 0.11% 106
2015
Q4 		$131K Hold
1,700
– – 0.12% 104
2015
Q3 		$114K Hold
1,700
– – 0.11% 115
2015
Q2 		$126K Hold
1,700
– – 0.11% 119
2015
Q1 		$133K Buy
+1,700
New +$129K 0.11% 114

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

Brick & Kyle Associates's MDT Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Medtronic (MDT) in Q2 2017, closing a stake of 1,527 shares — an estimated $123K sold.

Brick & Kyle Associates first reported a position in MDT in Q1 2015 and held it in 9 quarters. The position peaked at $159K in Q2 2016. 1,280 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Medtronic position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 1,527 Medtronic shares in Q2 2017, an estimated $123K.
  • Brick & Kyle Associates first reported a position in Medtronic in Q1 2015 and held it in 9 quarters.
  • Brick & Kyle Associates's Medtronic position peaked at $159K in Q2 2016.
  • 1,280 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.