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IKOS CIF’s Medtronic MDT Stock Holding History

IKOS CIF’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 		– Sell
-7,522
Closed -$556K – 269
2014
Q4 		$556K Sell
7,522
-588
-7% -$40.8K 0.94% 2
2014
Q3 		$516K Buy
+8,110
New +$516K 0.74% 46
2014
Q1 		– Sell
-3,792
Closed -$216K – 271
2013
Q4 		$216K Sell
3,792
-2,999
-44% -$170K 0.55% 64
2013
Q3 		$362K Buy
6,791
+3,031
+81% +$163K 0.44% 78
2013
Q2 		$196K Buy
+3,760
New +$186K 0.36% 95

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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

IKOS CIF's MDT Position: Q1 2015 in Review

IKOS CIF sold out of Medtronic (MDT) in Q1 2015, closing a stake of 7,522 shares — an estimated $556K sold.

IKOS CIF first reported a position in MDT in Q2 2013 and held it in 5 quarters. The position peaked at $556K in Q4 2014. 1,246 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • IKOS CIF reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • IKOS CIF sold 7,522 Medtronic shares in Q1 2015, an estimated $556K.
  • IKOS CIF first reported a position in Medtronic in Q2 2013 and held it in 5 quarters.
  • IKOS CIF's Medtronic position peaked at $556K in Q4 2014.
  • 1,246 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on IKOS CIF's 13F filing for Q1 2015, filed 15 May 2015.