IF
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Ironwood Financial’s Medtronic MDT Stock Holding History

Ironwood Financial’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
Q3 		$50K Hold
749
– – 0.02% 111
2015
Q2 		$56K Hold
749
– – 0.03% 110
2015
Q1 		$58K Sell
749
-1,025
-58% -$77.7K 0.03% 107
2014
Q4 		$128K Buy
+1,774
New +$123K 0.07% 77

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ironwood Financial's MDT Position: Q3 2015 in Review

Ironwood Financial held its Medtronic (MDT) position steady in Q3 2015 at 749 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #111.

Ironwood Financial first reported a position in MDT in Q4 2014 and has held it in 4 quarters since. The position peaked at $128K in Q4 2014. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Ironwood Financial held 749 shares of Medtronic worth $50K as of Q3 2015.
  • Ironwood Financial left its Medtronic share count unchanged in Q3 2015.
  • Medtronic made up 0.02% of Ironwood Financial's portfolio in Q3 2015, its #111 holding.
  • Ironwood Financial first reported a position in Medtronic in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's Medtronic position peaked at $128K in Q4 2014.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.