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Longer Investments’s Medtronic MDT Stock Holding History

Longer Investments’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
Q1 		– Sell
-29,312
Closed -$2.25M – 52
2015
Q4 		$2.25M Buy
+29,312
New +$2.21M 1.99% 15
2014
Q1 		– Sell
-40,760
Closed -$2.34M – 45
2013
Q4 		$2.34M Sell
40,760
-175
-0.4% -$9.92K 1.83% 23
2013
Q3 		$2.18M Sell
40,935
-100
-0.2% -$5.38K 1.75% 18
2013
Q2 		$2.11M Buy
+41,035
New +$2.03M 1.92% 20

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Longer Investments's MDT Position: Q1 2016 in Review

Longer Investments sold out of Medtronic (MDT) in Q1 2016, closing a stake of 29,312 shares — an estimated $2.25M sold.

Longer Investments first reported a position in MDT in Q2 2013 and held it in 4 quarters. The position peaked at $2.34M in Q4 2013. 1,240 funds tracked by Wall St. Rank hold MDT as of Q1 2016.

  • Longer Investments reported no remaining Medtronic position as of Q1 2016 after selling out during the quarter.
  • Longer Investments sold 29,312 Medtronic shares in Q1 2016, an estimated $2.25M.
  • Longer Investments first reported a position in Medtronic in Q2 2013 and held it in 4 quarters.
  • Longer Investments's Medtronic position peaked at $2.34M in Q4 2013.
  • 1,240 funds tracked by Wall St. Rank held Medtronic as of Q1 2016.

Based on Longer Investments's 13F filing for Q1 2016, filed 27 Apr 2016.