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Independent Portfolio Consultants’s Medtronic MDT Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.01M Buy
11,416
+681
+6% +$57.4K 0.42% 49
2017
Q1 		$865K Buy
10,735
+127
+1% +$9.92K 0.3% 104
2016
Q4 		$756K Buy
10,608
+2,681
+34% +$211K 0.25% 146
2016
Q3 		$685K Sell
7,927
-755
-9% -$65.8K 0.21% 169
2016
Q2 		$753K Buy
8,682
+20
+0.2% +$1.62K 0.24% 132
2016
Q1 		$650K Buy
8,662
+1,793
+26% +$135K 0.18% 168
2015
Q4 		$528K Sell
6,869
-7,940
-54% -$598K 0.16% 188
2015
Q3 		$991K Sell
14,809
-4,410
-23% -$325K 0.22% 135
2015
Q2 		$1.42M Buy
+19,219
New +$1.47M 0.28% 121
2015
Q1 		– Sell
-17,759
Closed -$1.28M – 1025
2014
Q4 		$1.28M Buy
17,759
+10,196
+135% +$708K 0.26% 134
2014
Q3 		$469K Buy
7,563
+3,008
+66% +$191K 0.13% 234
2014
Q2 		$290K Buy
4,555
+130
+3% +$7.9K 0.08% 377
2014
Q1 		$272K Sell
4,425
-720
-14% -$41.9K 0.09% 385
2013
Q4 		$295K Buy
+5,145
New +$292K 0.1% 370

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Independent Portfolio Consultants's MDT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Medtronic (MDT) stake by 6.3% in Q2 2017, buying an estimated $57.4K and bringing the position to 11,416 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #49.

Independent Portfolio Consultants first reported a position in MDT in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.42M in Q2 2015. 1,281 funds tracked by Wall St. Rank hold MDT as of Q2 2017.

  • Independent Portfolio Consultants held 11,416 shares of Medtronic worth $1.01M as of Q2 2017.
  • Independent Portfolio Consultants bought 681 Medtronic shares in Q2 2017, an estimated $57.4K.
  • Medtronic made up 0.42% of Independent Portfolio Consultants's portfolio in Q2 2017, its #49 holding.
  • Independent Portfolio Consultants first reported a position in Medtronic in Q4 2013 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Medtronic position peaked at $1.42M in Q2 2015.
  • 1,281 funds tracked by Wall St. Rank held Medtronic as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.