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Charter Research & Investment Group’s Medtronic MDT Stock Holding History

Charter Research & 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
2015
Q3 		– Sell
-6,357
Closed -$471K – 68
2015
Q2 		$471K Hold
6,357
– – 0.52% 44
2015
Q1 		$496K Buy
+6,357
New +$482K 0.55% 44

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Charter Research & Investment Group's MDT Position: Q3 2015 in Review

Charter Research & Investment Group sold out of Medtronic (MDT) in Q3 2015, closing a stake of 6,357 shares — an estimated $471K sold.

Charter Research & Investment Group first reported a position in MDT in Q1 2015 and held it in 2 quarters. The position peaked at $496K in Q1 2015. 1,210 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Charter Research & Investment Group reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
  • Charter Research & Investment Group sold 6,357 Medtronic shares in Q3 2015, an estimated $471K.
  • Charter Research & Investment Group first reported a position in Medtronic in Q1 2015 and held it in 2 quarters.
  • Charter Research & Investment Group's Medtronic position peaked at $496K in Q1 2015.
  • 1,210 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Charter Research & Investment Group's 13F filing for Q3 2015, filed 29 Feb 2016.