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Independence Advisors’s Medtronic MDT Stock Holding History

Independence 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
2016
Q4 		– Sell
-4,591
Closed -$397K – 75
2016
Q3 		$397K Buy
4,591
+700
+18% +$61K 0.19% 44
2016
Q2 		$338K Buy
+3,891
New +$315K 0.18% 33

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Independence Advisors's MDT Position: Q4 2016 in Review

Independence Advisors sold out of Medtronic (MDT) in Q4 2016, closing a stake of 4,591 shares — an estimated $397K sold.

Independence Advisors first reported a position in MDT in Q2 2016 and held it in 2 quarters. The position peaked at $397K in Q3 2016. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

  • Independence Advisors reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
  • Independence Advisors sold 4,591 Medtronic shares in Q4 2016, an estimated $397K.
  • Independence Advisors first reported a position in Medtronic in Q2 2016 and held it in 2 quarters.
  • Independence Advisors's Medtronic position peaked at $397K in Q3 2016.
  • 1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Independence Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.