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Eagle Global Advisors’s Medtronic MDT Stock Holding History

Eagle Global Advisors’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
-23,347
Closed -$1.73M – 390
2015
Q2 		$1.73M Hold
23,347
– – 0.04% 151
2015
Q1 		$1.82M Buy
+23,347
New +$1.77M 0.05% 144

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 $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Eagle Global Advisors's MDT Position: Q3 2015 in Review

Eagle Global Advisors sold out of Medtronic (MDT) in Q3 2015, closing a stake of 23,347 shares — an estimated $1.73M sold.

Eagle Global Advisors first reported a position in MDT in Q1 2015 and held it in 2 quarters. The position peaked at $1.82M in Q1 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Eagle Global Advisors reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
  • Eagle Global Advisors sold 23,347 Medtronic shares in Q3 2015, an estimated $1.73M.
  • Eagle Global Advisors first reported a position in Medtronic in Q1 2015 and held it in 2 quarters.
  • Eagle Global Advisors's Medtronic position peaked at $1.82M in Q1 2015.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Eagle Global Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.