Guardian Investor Services’s Medtronic MDT Stock Holding History

Guardian Investor 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
2015 Q1	$767K	Buy	9,841 +3,031	+45%	+$230K	0.61%	38
2014 Q4	$492K	Sell	6,810 -138	-2%	-$9.59K	0.39%	60
2014 Q3	$430K	Sell	6,948 -497	-7%	-$31.6K	0.35%	68
2014 Q2	$475K	Sell	7,445 -254	-3%	-$15.4K	0.37%	65
2014 Q1	$474K	Sell	7,699 -295	-4%	-$17.2K	0.37%	62
2013 Q4	$459K	Sell	7,994 -109	-1%	-$6.18K	0.35%	70
2013 Q3	$431K	Sell	8,103 -113	-1%	-$6.08K	0.36%	65
2013 Q2	$423K	Buy	+8,216	New	+$406K	0.36%	61

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Guardian Investor Services's MDT Position: Q1 2015 in Review

Guardian Investor Services increased its Medtronic (MDT) stake by 45% in Q1 2015, buying an estimated $230K and bringing the position to 9,841 shares worth $767K. The position accounts for 0.61% of the portfolio, ranked #38.

Guardian Investor Services first reported a position in MDT in Q2 2013 and has held it in 8 quarters since. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

Guardian Investor Services held 9,841 shares of Medtronic worth $767K as of Q1 2015.
Guardian Investor Services bought 3,031 Medtronic shares in Q1 2015, an estimated $230K.
Medtronic made up 0.61% of Guardian Investor Services's portfolio in Q1 2015, its #38 holding.
Guardian Investor Services first reported a position in Medtronic in Q2 2013 and has held it in 8 quarters since.
1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.