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Landmark Financial Advisors’s Medtronic MDT Stock Holding History

Landmark Financial 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
2015
Q1 		– Sell
-3,410
Closed -$249K – 55
2014
Q4 		$249K Buy
+3,410
New +$237K 0.26% 44

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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Landmark Financial Advisors's MDT Position: Q1 2015 in Review

Landmark Financial Advisors sold out of Medtronic (MDT) in Q1 2015, closing a stake of 3,410 shares — an estimated $249K sold.

Landmark Financial Advisors first reported a position in MDT in Q4 2014 and held it in 1 quarter. The position peaked at $249K in Q4 2014. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Landmark Financial Advisors reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 3,410 Medtronic shares in Q1 2015, an estimated $249K.
  • Landmark Financial Advisors first reported a position in Medtronic in Q4 2014 and held it in 1 quarter.
  • Landmark Financial Advisors's Medtronic position peaked at $249K in Q4 2014.
  • 1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Landmark Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.