Godshalk Welsh Capital Management’s Medtronic MDT Stock Holding History

Godshalk Welsh Capital Management’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 Q4	–	Sell	-2,500	Closed	-$216K	–	135
2016 Q3	$216K	Sell	2,500 -200	-7%	-$17.4K	0.22%	123
2016 Q2	$234K	Sell	2,700 -150	-5%	-$12.1K	0.25%	118
2016 Q1	$214K	Hold	2,850	–	–	0.22%	130
2015 Q4	$219K	Buy	+2,850	New	+$215K	0.23%	128
2015 Q3	–	Sell	-3,100	Closed	-$230K	–	140
2015 Q2	$230K	Hold	3,100	–	–	0.23%	132
2015 Q1	$242K	Hold	3,100	–	–	0.25%	120
2014 Q4	$224K	Buy	+3,100	New	+$215K	0.2%	133

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Godshalk Welsh Capital Management's MDT Position: Q4 2016 in Review

Godshalk Welsh Capital Management sold out of Medtronic (MDT) in Q4 2016, closing a stake of 2,500 shares — an estimated $216K sold.

Godshalk Welsh Capital Management first reported a position in MDT in Q4 2014 and held it in 7 quarters. The position peaked at $242K in Q1 2015. 1,269 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Godshalk Welsh Capital Management reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,500 Medtronic shares in Q4 2016, an estimated $216K.
Godshalk Welsh Capital Management first reported a position in Medtronic in Q4 2014 and held it in 7 quarters.
Godshalk Welsh Capital Management's Medtronic position peaked at $242K in Q1 2015.
1,269 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2016, filed 15 Feb 2017.