Concert Wealth Management’s Medtronic MDT Stock Holding History

Concert 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
2015 Q1	–	Sell	-11,404	Closed	-$821K	–	569
2014 Q4	$821K	Buy	11,404 +4,135	+57%	+$287K	0.13%	217
2014 Q3	$450K	Sell	7,269 -191	-3%	-$12.1K	0.06%	290
2014 Q2	$459K	Sell	7,460 -97	-1%	-$5.89K	0.06%	303
2014 Q1	$455K	Sell	7,557 -502	-6%	-$29.2K	0.06%	293
2013 Q4	$463K	Sell	8,059 -731	-8%	-$41.4K	0.06%	273
2013 Q3	$471K	Buy	8,790 +1,317	+18%	+$70.9K	0.07%	261
2013 Q2	$387K	Buy	+7,473	New	+$369K	0.06%	278

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

Concert Wealth Management's MDT Position: Q1 2015 in Review

Concert Wealth Management sold out of Medtronic (MDT) in Q1 2015, closing a stake of 11,404 shares — an estimated $821K sold.

Concert Wealth Management first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $821K in Q4 2014. 1,245 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

Concert Wealth Management reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
Concert Wealth Management sold 11,404 Medtronic shares in Q1 2015, an estimated $821K.
Concert Wealth Management first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
Concert Wealth Management's Medtronic position peaked at $821K in Q4 2014.
1,245 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.