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Gary Goldberg Planning Services’s Medtronic MDT Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-424
Closed -$26K – 475
2014
Q3 		$26K Buy
424
+2
+0.5% +$127 0.01% 295
2014
Q2 		$27K Buy
422
+2
+0.5% +$121 0.01% 276
2014
Q1 		$26K Hold
420
– – 0.01% 260
2013
Q4 		$24K Hold
420
– – 0.01% 246
2013
Q3 		$22K Hold
420
– – 0.01% 248
2013
Q2 		$22K Buy
+420
New +$20.8K 0.01% 237

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's MDT Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Medtronic (MDT) in Q4 2014, closing a stake of 424 shares — an estimated $26K sold.

Gary Goldberg Planning Services first reported a position in MDT in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q2 2014. 1,153 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Medtronic position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 424 Medtronic shares in Q4 2014, an estimated $26K.
  • Gary Goldberg Planning Services first reported a position in Medtronic in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's Medtronic position peaked at $27K in Q2 2014.
  • 1,153 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.