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Oakwood Capital Management’s Medtronic MDT Stock Holding History

Oakwood Capital Management’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
2017
Q1 		– Sell
-41,632
Closed -$2.96M – 77
2016
Q4 		$2.96M Sell
41,632
-29,773
-42% -$2.34M 0.76% 54
2016
Q3 		$6.17M Sell
71,405
-745
-1% -$64.9K 1.58% 21
2016
Q2 		$6.26M Sell
72,150
-200
-0.3% -$16.2K 1.63% 19
2016
Q1 		$5.43M Buy
+72,350
New +$5.45M 1.44% 30

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Oakwood Capital Management's MDT Position: Q1 2017 in Review

Oakwood Capital Management sold out of Medtronic (MDT) in Q1 2017, closing a stake of 41,632 shares — an estimated $2.96M sold.

Oakwood Capital Management first reported a position in MDT in Q1 2016 and held it in 4 quarters. The position peaked at $6.26M in Q2 2016. 1,283 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

  • Oakwood Capital Management reported no remaining Medtronic position as of Q1 2017 after selling out during the quarter.
  • Oakwood Capital Management sold 41,632 Medtronic shares in Q1 2017, an estimated $2.96M.
  • Oakwood Capital Management first reported a position in Medtronic in Q1 2016 and held it in 4 quarters.
  • Oakwood Capital Management's Medtronic position peaked at $6.26M in Q2 2016.
  • 1,283 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on Oakwood Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.