Osborne Partners Capital Management’s Medtronic MDT Stock Holding History

Osborne Partners 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
2016 Q1	–	Sell	-6,313	Closed	-$486K	–	174
2015 Q4	$486K	Buy	6,313 +333	+6%	+$25.1K	0.07%	136
2015 Q3	$400K	Sell	5,980 -100	-2%	-$7.37K	0.06%	145
2015 Q2	$451K	Hold	6,080	–	–	0.06%	147
2015 Q1	$474K	Buy	+6,080	New	+$461K	0.06%	142

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Osborne Partners Capital Management's MDT Position: Q1 2016 in Review

Osborne Partners Capital Management sold out of Medtronic (MDT) in Q1 2016, closing a stake of 6,313 shares — an estimated $486K sold.

Osborne Partners Capital Management first reported a position in MDT in Q1 2015 and held it in 4 quarters. The position peaked at $486K in Q4 2015. 1,240 funds tracked by Wall St. Rank hold MDT as of Q1 2016.

Osborne Partners Capital Management reported no remaining Medtronic position as of Q1 2016 after selling out during the quarter.
Osborne Partners Capital Management sold 6,313 Medtronic shares in Q1 2016, an estimated $486K.
Osborne Partners Capital Management first reported a position in Medtronic in Q1 2015 and held it in 4 quarters.
Osborne Partners Capital Management's Medtronic position peaked at $486K in Q4 2015.
1,240 funds tracked by Wall St. Rank held Medtronic as of Q1 2016.

Based on Osborne Partners Capital Management's 13F filing for Q1 2016, filed 14 Apr 2016.