PacWest Financial Management’s Medtronic MDT Stock Holding History

PacWest Financial 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 Q4	$1.62M	Buy	22,747 +1,079	+5%	+$84.8K	0.96%	46
2016 Q3	$1.87M	Sell	21,668 -305	-1%	-$26.6K	1.15%	39
2016 Q2	$1.91M	Sell	21,973 -555	-2%	-$44.9K	1.19%	39
2016 Q1	$1.69M	Buy	22,528 +8,533	+61%	+$643K	1.09%	44
2015 Q4	$1.08M	Buy	13,995 +1,300	+10%	+$97.9K	0.72%	61
2015 Q3	$850K	Buy	12,695 +3,290	+35%	+$242K	0.63%	64
2015 Q2	$733K	Hold	9,405	–	–	0.52%	69
2015 Q1	$733K	Buy	9,405 +555	+6%	+$42.1K	0.52%	68
2014 Q4	$639K	Buy	8,850 +2,709	+44%	+$188K	0.45%	73
2014 Q3	$380K	Buy	6,141 +1,170	+24%	+$74.4K	0.28%	75
2014 Q2	$317K	Sell	4,971 -253	-5%	-$15.4K	0.24%	76
2014 Q1	$321K	Sell	5,224 -1,325	-20%	-$77.2K	0.25%	77
2013 Q4	$376K	Buy	6,549 +158	+2%	+$8.96K	0.11%	80
2013 Q3	$340K	Sell	6,391 -875	-12%	-$47.1K	0.29%	79
2013 Q2	$374K	Buy	+7,266	New	+$359K	0.36%	73

Other funds holding MDT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PacWest Financial Management's MDT Position: Q4 2016 in Review

PacWest Financial Management increased its Medtronic (MDT) stake by 5% in Q4 2016, buying an estimated $84.8K and bringing the position to 22,747 shares worth $1.62M. The position accounts for 0.96% of the portfolio, ranked #46.

PacWest Financial Management first reported a position in MDT in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.91M in Q2 2016. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

PacWest Financial Management held 22,747 shares of Medtronic worth $1.62M as of Q4 2016.
PacWest Financial Management bought 1,079 Medtronic shares in Q4 2016, an estimated $84.8K.
Medtronic made up 0.96% of PacWest Financial Management's portfolio in Q4 2016, its #46 holding.
PacWest Financial Management first reported a position in Medtronic in Q2 2013 and has held it in 15 quarters since.
PacWest Financial Management's Medtronic position peaked at $1.91M in Q2 2016.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.