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Evanston Advisors’s Medtronic MDT Stock Holding History

Evanston 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
2014
Q3 		– Sell
-89,854
Closed -$5.73M – 65
2014
Q2 		$5.73M Buy
89,854
+358
+0.4% +$21.7K 1.99% 15
2014
Q1 		$5.51M Sell
89,496
-2,262
-2% -$132K 1.97% 11
2013
Q4 		$5.27M Sell
91,758
-229
-0.2% -$13K 1.98% 25
2013
Q3 		$4.9M Buy
91,987
+95
+0.1% +$5.11K 1.97% 20
2013
Q2 		$4.73M Buy
+91,892
New +$4.54M 2.1% 14

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evanston Advisors's MDT Position: Q3 2014 in Review

Evanston Advisors sold out of Medtronic (MDT) in Q3 2014, closing a stake of 89,854 shares — an estimated $5.73M sold.

Evanston Advisors first reported a position in MDT in Q2 2013 and held it in 5 quarters. The position peaked at $5.73M in Q2 2014. 1,134 funds tracked by Wall St. Rank hold MDT as of Q3 2014.

  • Evanston Advisors reported no remaining Medtronic position as of Q3 2014 after selling out during the quarter.
  • Evanston Advisors sold 89,854 Medtronic shares in Q3 2014, an estimated $5.73M.
  • Evanston Advisors first reported a position in Medtronic in Q2 2013 and held it in 5 quarters.
  • Evanston Advisors's Medtronic position peaked at $5.73M in Q2 2014.
  • 1,134 funds tracked by Wall St. Rank held Medtronic as of Q3 2014.

Based on Evanston Advisors's 13F filing for Q3 2014, filed 15 Oct 2014.