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Geneva Advisors’s Medtronic MDT Stock Holding History

Geneva 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
2017
Q2 		$1.87M Buy
21,059
+201
+1% +$16.9K 0.03% 235
2017
Q1 		$1.68M Sell
20,858
-1,116
-5% -$87.2K 0.03% 248
2016
Q4 		$1.56M Sell
21,974
-446
-2% -$35K 0.03% 247
2016
Q3 		$1.94M Sell
22,420
-7
-0% -$610 0.04% 205
2016
Q2 		$1.95M Buy
22,427
+190
+0.9% +$15.4K 0.04% 199
2016
Q1 		$1.67M Buy
22,237
+593
+3% +$44.7K 0.03% 218
2015
Q4 		$1.67M Sell
21,644
-236
-1% -$17.8K 0.03% 226
2015
Q3 		$1.47M Buy
21,880
+269
+1% +$19.8K 0.03% 241
2015
Q2 		$1.6M Buy
21,611
+6,820
+46% +$521K 0.03% 234
2015
Q1 		$1.15M Buy
14,791
+2,198
+17% +$167K 0.02% 276
2014
Q4 		$909K Sell
12,593
-1,467
-10% -$102K 0.02% 313
2014
Q3 		$871K Buy
14,060
+843
+6% +$53.6K 0.02% 332
2014
Q2 		$843K Buy
13,217
+4,147
+46% +$252K 0.02% 340
2014
Q1 		$558K Buy
9,070
+66
+0.7% +$3.84K 0.01% 370
2013
Q4 		$517K Buy
9,004
+109
+1% +$6.18K 0.01% 329
2013
Q3 		$474K Sell
8,895
-373
-4% -$20.1K 0.01% 343
2013
Q2 		$477K Buy
+9,268
New +$458K 0.01% 287

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geneva Advisors's MDT Position: Q2 2017 in Review

Geneva Advisors increased its Medtronic (MDT) stake by 0.96% in Q2 2017, buying an estimated $16.9K and bringing the position to 21,059 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #235.

Geneva Advisors first reported a position in MDT in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.95M in Q2 2016. 1,281 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

  • Geneva Advisors held 21,059 shares of Medtronic worth $1.87M as of Q2 2017.
  • Geneva Advisors bought 201 Medtronic shares in Q2 2017, an estimated $16.9K.
  • Medtronic made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #235 holding.
  • Geneva Advisors first reported a position in Medtronic in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Medtronic position peaked at $1.95M in Q2 2016.
  • 1,281 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.