Members Trust
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Members Trust’s Medtronic MDT Stock Holding History

Members 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
Q3 		$221K Sell
2,555
-77
-3% -$6.71K 0.01% 84
2016
Q2 		$228K Buy
+2,632
New +$213K 0.01% 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
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

Members Trust's MDT Position: Q3 2016 in Review

Members Trust reduced its Medtronic (MDT) stake by 2.9% in Q3 2016, selling an estimated $6.71K and leaving 2,555 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #84.

Members Trust first reported a position in MDT in Q2 2016 and has held it in 2 quarters since. The position peaked at $228K in Q2 2016. 1,266 funds tracked by Wall St. Rank hold MDT as of Q3 2016.

  • Members Trust held 2,555 shares of Medtronic worth $221K as of Q3 2016.
  • Members Trust sold 77 Medtronic shares in Q3 2016, an estimated $6.71K.
  • Medtronic made up 0.01% of Members Trust's portfolio in Q3 2016, its #84 holding.
  • Members Trust first reported a position in Medtronic in Q2 2016 and has held it in 2 quarters since.
  • Members Trust's Medtronic position peaked at $228K in Q2 2016.
  • 1,266 funds tracked by Wall St. Rank held Medtronic as of Q3 2016.

Based on Members Trust's 13F filing for Q3 2016, filed 18 Nov 2016.