Edmond de Rothschild (Europe)’s Medtronic MDT Stock Holding History

Edmond de Rothschild (Europe)’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
2016 Q3	$769K	Sell	8,900 -10,133	-53%	-$883K	0.31%	50
2016 Q2	$1.65M	Buy	19,033 +5,315	+39%	+$430K	0.83%	24
2016 Q1	$1.03M	Sell	13,718 -2,435	-15%	-$183K	0.54%	42
2015 Q4	$1.24M	Buy	16,153 +729	+5%	+$54.9K	0.54%	45
2015 Q3	$1.03M	Sell	15,424 -40,813	-73%	-$3.01M	0.48%	52
2015 Q2	$4.17M	Buy	+56,237	New	+$4.3M	1.34%	23

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Edmond de Rothschild (Europe)'s MDT Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its Medtronic (MDT) stake by 53% in Q3 2016, selling an estimated $883K and leaving 8,900 shares worth $769K. The position accounts for 0.31% of the portfolio, ranked #50.

Edmond de Rothschild (Europe) first reported a position in MDT in Q2 2015 and has held it in 6 quarters since. The position peaked at $4.17M in Q2 2015. 1,267 funds tracked by Wall St. Rank hold MDT as of Q3 2016.

Edmond de Rothschild (Europe) held 8,900 shares of Medtronic worth $769K as of Q3 2016.
Edmond de Rothschild (Europe) sold 10,133 Medtronic shares in Q3 2016, an estimated $883K.
Medtronic made up 0.31% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #50 holding.
Edmond de Rothschild (Europe) first reported a position in Medtronic in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild (Europe)'s Medtronic position peaked at $4.17M in Q2 2015.
1,267 funds tracked by Wall St. Rank held Medtronic as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.