Gerstein Fisher’s Medtronic MDT Stock Holding History

Gerstein Fisher’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
2016 Q3	$1.38M	Sell	16,004 -6,559	-29%	-$572K	0.17%	118
2016 Q2	$1.96M	Buy	22,563 +642	+3%	+$51.9K	0.26%	72
2016 Q1	$1.64M	Sell	21,921 -723	-3%	-$54.5K	0.22%	91
2015 Q4	$1.74M	Sell	22,644 -2,248	-9%	-$169K	0.24%	91
2015 Q3	$1.67M	Buy	24,892 +53	+0.2%	+$3.9K	0.25%	83
2015 Q2	$1.84M	Sell	24,839 -1,173	-5%	-$89.6K	0.3%	70
2015 Q1	$2.03M	Buy	26,012 +13,865	+114%	+$1.05M	0.33%	61
2014 Q4	$877K	Buy	12,147 +360	+3%	+$25K	0.14%	144
2014 Q3	$730K	Buy	11,787 +3,906	+50%	+$248K	0.13%	155
2014 Q2	$502K	Buy	7,881 +157	+2%	+$9.54K	0.1%	175
2014 Q1	$475K	Sell	7,724 -7,092	-48%	-$413K	0.1%	178
2013 Q4	$850K	Buy	14,816 +7,805	+111%	+$443K	0.03%	311
2013 Q3	$373K	Buy	7,011 +425	+6%	+$22.9K	0.08%	228
2013 Q2	$339K	Buy	+6,586	New	+$326K	0.08%	217

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Gerstein Fisher's MDT Position: Q3 2016 in Review

Gerstein Fisher reduced its Medtronic (MDT) stake by 29% in Q3 2016, selling an estimated $572K and leaving 16,004 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #118.

Gerstein Fisher first reported a position in MDT in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2015. 1,267 funds tracked by Wall St. Rank hold MDT as of Q3 2016.

Gerstein Fisher held 16,004 shares of Medtronic worth $1.38M as of Q3 2016.
Gerstein Fisher sold 6,559 Medtronic shares in Q3 2016, an estimated $572K.
Medtronic made up 0.17% of Gerstein Fisher's portfolio in Q3 2016, its #118 holding.
Gerstein Fisher first reported a position in Medtronic in Q2 2013 and has held it in 14 quarters since.
Gerstein Fisher's Medtronic position peaked at $2.03M in Q1 2015.
1,267 funds tracked by Wall St. Rank held Medtronic as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.