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Pacific Financial Group’s Medtronic MDT Stock Holding History

Pacific Financial Group’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
-336
Closed -$24K – 128
2014
Q4 		$24K Buy
+336
New +$23.3K 0.01% 101

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Pacific Financial Group's MDT Position: Q1 2015 in Review

Pacific Financial Group sold out of Medtronic (MDT) in Q1 2015, closing a stake of 336 shares — an estimated $24K sold.

Pacific Financial Group first reported a position in MDT in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 1,246 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Pacific Financial Group reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 336 Medtronic shares in Q1 2015, an estimated $24K.
  • Pacific Financial Group first reported a position in Medtronic in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Medtronic position peaked at $24K in Q4 2014.
  • 1,246 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.