Cobiz Wealth’s Medtronic MDT Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-33	Closed	-$2K	–	265
2013 Q2	$2K	Buy	+33	New	+$1.63K	﹤0.01%	368

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cobiz Wealth's MDT Position: Q3 2013 in Review

Cobiz Wealth sold out of Medtronic (MDT) in Q3 2013, closing a stake of 33 shares — an estimated $2K sold.

Cobiz Wealth first reported a position in MDT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 994 funds tracked by Wall St. Rank hold MDT as of Q3 2013.

Cobiz Wealth reported no remaining Medtronic position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 33 Medtronic shares in Q3 2013, an estimated $2K.
Cobiz Wealth first reported a position in Medtronic in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Medtronic position peaked at $2K in Q2 2013.
994 funds tracked by Wall St. Rank held Medtronic as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.