FMA Advisory’s Medtronic MDT Stock Holding History

FMA Advisory’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 Q2	$371K	Buy	+5,000	New	+$382K	0.23%	96
2013 Q4	–	Sell	-5,100	Closed	-$272K	–	151
2013 Q3	$272K	Hold	5,100	–	–	0.11%	152
2013 Q2	$262K	Buy	+5,100	New	+$252K	0.11%	150

Other funds holding MDT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FMA Advisory's MDT Position: Q2 2015 in Review

FMA Advisory opened a new position in Medtronic (MDT) in Q2 2015: 5,000 shares worth $371K. The stake represents 0.23% of the portfolio and ranks #96 among its holdings. This is a return to the name: FMA Advisory previously reported a position in MDT as recently as Q3 2013.

FMA Advisory first reported a position in MDT in Q2 2013 and has held it in 3 quarters since. 1,259 funds tracked by Wall St. Rank hold MDT as of Q2 2015.

FMA Advisory held 5,000 shares of Medtronic worth $371K as of Q2 2015.
Medtronic was a new FMA Advisory position in Q2 2015.
Medtronic made up 0.23% of FMA Advisory's portfolio in Q2 2015, its #96 holding.
FMA Advisory first reported a position in Medtronic in Q2 2013 and has held it in 3 quarters since.
1,259 funds tracked by Wall St. Rank held Medtronic as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.