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Elite Wealth Management’s Medtronic MDT Stock Holding History

Elite 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
Q4 		– Sell
-5,354
Closed -$358K – 53
2015
Q3 		$358K Buy
+5,354
New +$394K 0.56% 49

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elite Wealth Management's MDT Position: Q4 2015 in Review

Elite Wealth Management sold out of Medtronic (MDT) in Q4 2015, closing a stake of 5,354 shares — an estimated $358K sold.

Elite Wealth Management first reported a position in MDT in Q3 2015 and held it in 1 quarter. The position peaked at $358K in Q3 2015. 1,251 funds tracked by Wall St. Rank hold MDT as of Q4 2015.

  • Elite Wealth Management reported no remaining Medtronic position as of Q4 2015 after selling out during the quarter.
  • Elite Wealth Management sold 5,354 Medtronic shares in Q4 2015, an estimated $358K.
  • Elite Wealth Management first reported a position in Medtronic in Q3 2015 and held it in 1 quarter.
  • Elite Wealth Management's Medtronic position peaked at $358K in Q3 2015.
  • 1,251 funds tracked by Wall St. Rank held Medtronic as of Q4 2015.

Based on Elite Wealth Management's 13F filing for Q4 2015, filed 13 Oct 2016.