Old Mutual Customised Solutions’s Medtronic MDT Stock Holding History

Old Mutual Customised Solutions’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	-14,500	Closed	-$1.05M	–	726
2014 Q4	$1.05M	Buy	14,500 +1,800	+14%	+$125K	0.3%	66
2014 Q3	$787K	Sell	12,700 -2,300	-15%	-$146K	0.22%	96
2014 Q2	$956K	Sell	15,000 -1,000	-6%	-$60.7K	0.23%	85
2014 Q1	$985K	Hold	16,000	–	–	0.25%	80
2013 Q4	$918K	Sell	16,000 -600	-4%	-$34K	0.24%	91
2013 Q3	$884K	Buy	16,600 +900	+6%	+$48.4K	0.25%	79
2013 Q2	$808K	Buy	+15,700	New	+$776K	0.23%	77

Other funds holding MDT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Old Mutual Customised Solutions's MDT Position: Q1 2015 in Review

Old Mutual Customised Solutions sold out of Medtronic (MDT) in Q1 2015, closing a stake of 14,500 shares — an estimated $1.05M sold.

Old Mutual Customised Solutions first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $1.05M in Q4 2014. 1,245 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

Old Mutual Customised Solutions reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
Old Mutual Customised Solutions sold 14,500 Medtronic shares in Q1 2015, an estimated $1.05M.
Old Mutual Customised Solutions first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
Old Mutual Customised Solutions's Medtronic position peaked at $1.05M in Q4 2014.
1,245 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2015, filed 1 May 2015.