Kanaly Trust’s Medtronic MDT Stock Holding History

Kanaly Trust’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	$213K	Buy	2,993 +2,635	+736%	+$207K	0.05%	139
2016 Q3	$31K	Sell	358 -123	-26%	-$10.7K	0.01%	345
2016 Q2	$42K	Sell	481 -6,263	-93%	-$506K	0.01%	306
2016 Q1	$506K	Sell	6,744 -7,305	-52%	-$550K	0.1%	98
2015 Q4	$1.08M	Sell	14,049 -246	-2%	-$18.5K	0.22%	57
2015 Q3	$957K	Buy	14,295 +637	+5%	+$46.9K	0.21%	61
2015 Q2	$1.01M	Buy	+13,658	New	+$1.04M	0.2%	56
2015 Q1	–	Sell	-1,614	Closed	-$117K	–	719
2014 Q4	$117K	Buy	1,614 +1,452	+896%	+$101K	0.02%	211
2014 Q3	$10K	Hold	162	–	–	﹤0.01%	457
2014 Q2	$10K	Buy	162 +78	+93%	+$4.74K	﹤0.01%	471
2014 Q1	$5K	Buy	+84	New	+$4.89K	﹤0.01%	576

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kanaly Trust's MDT Position: Q4 2016 in Review

Kanaly Trust increased its Medtronic (MDT) stake by 736% in Q4 2016, buying an estimated $207K and bringing the position to 2,993 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #139.

Kanaly Trust first reported a position in MDT in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2015. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Kanaly Trust held 2,993 shares of Medtronic worth $213K as of Q4 2016.
Kanaly Trust bought 2,635 Medtronic shares in Q4 2016, an estimated $207K.
Medtronic made up 0.05% of Kanaly Trust's portfolio in Q4 2016, its #139 holding.
Kanaly Trust first reported a position in Medtronic in Q1 2014 and has held it in 11 quarters since.
Kanaly Trust's Medtronic position peaked at $1.08M in Q4 2015.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.