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Haber Trilix Advisors’s Medtronic MDT Stock Holding History

Haber Trilix 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
2013
Q2 		$3.21M Buy
+62,320
New +$3.08M 0.4% 57

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Haber Trilix Advisors's MDT Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Medtronic (MDT) in Q2 2013: 62,320 shares worth $3.21M. The stake represents 0.4% of the portfolio and ranks #57 among its holdings.

981 funds tracked by Wall St. Rank hold MDT as of Q2 2013.

  • Haber Trilix Advisors held 62,320 shares of Medtronic worth $3.21M as of Q2 2013.
  • Medtronic was a new Haber Trilix Advisors position in Q2 2013.
  • Medtronic made up 0.4% of Haber Trilix Advisors's portfolio in Q2 2013, its #57 holding.
  • 981 funds tracked by Wall St. Rank held Medtronic as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.