Mercer Capital Advisers’s Medtronic MDT Stock Holding History

Mercer Capital Advisers’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 Q4	–	Sell	-1,000	Closed	-$67K	–	289
2015 Q3	$67K	Sell	1,000 -478	-32%	-$35.2K	0.06%	132
2015 Q2	$109K	Hold	1,478	–	–	0.1%	115
2015 Q1	$115K	Buy	1,478 +478	+48%	+$36.2K	0.1%	111
2014 Q4	$72K	Buy	+1,000	New	+$69.5K	0.06%	140

Other funds holding MDT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Mercer Capital Advisers's MDT Position: Q4 2015 in Review

Mercer Capital Advisers sold out of Medtronic (MDT) in Q4 2015, closing a stake of 1,000 shares — an estimated $67K sold.

Mercer Capital Advisers first reported a position in MDT in Q4 2014 and held it in 4 quarters. The position peaked at $115K in Q1 2015. 1,251 funds tracked by Wall St. Rank hold MDT as of Q4 2015.

Mercer Capital Advisers reported no remaining Medtronic position as of Q4 2015 after selling out during the quarter.
Mercer Capital Advisers sold 1,000 Medtronic shares in Q4 2015, an estimated $67K.
Mercer Capital Advisers first reported a position in Medtronic in Q4 2014 and held it in 4 quarters.
Mercer Capital Advisers's Medtronic position peaked at $115K in Q1 2015.
1,251 funds tracked by Wall St. Rank held Medtronic as of Q4 2015.

Based on Mercer Capital Advisers's 13F filing for Q4 2015, filed 29 Jan 2016.