Gupta Wealth Management’s Medtronic MDT Stock Holding History

Gupta Wealth 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 Q1	$2.38M	Buy	31,683 +4,565	+17%	+$344K	0.56%	41
2015 Q4	$2.09M	Buy	27,118 +667	+3%	+$50.2K	0.53%	44
2015 Q3	$1.77M	Buy	26,451 +2,904	+12%	+$214K	0.43%	56
2015 Q2	$1.75M	Buy	23,547 +2,661	+13%	+$203K	0.43%	59
2015 Q1	$1.63M	Buy	+20,886	New	+$1.58M	0.48%	56

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Gupta Wealth Management's MDT Position: Q1 2016 in Review

Gupta Wealth Management increased its Medtronic (MDT) stake by 17% in Q1 2016, buying an estimated $344K and bringing the position to 31,683 shares worth $2.38M. The position accounts for 0.56% of the portfolio, ranked #41.

Gupta Wealth Management first reported a position in MDT in Q1 2015 and has held it in 5 quarters since. 1,241 funds tracked by Wall St. Rank hold MDT as of Q1 2016.

Gupta Wealth Management held 31,683 shares of Medtronic worth $2.38M as of Q1 2016.
Gupta Wealth Management bought 4,565 Medtronic shares in Q1 2016, an estimated $344K.
Medtronic made up 0.56% of Gupta Wealth Management's portfolio in Q1 2016, its #41 holding.
Gupta Wealth Management first reported a position in Medtronic in Q1 2015 and has held it in 5 quarters since.
1,241 funds tracked by Wall St. Rank held Medtronic as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.