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Peachtree Investment Advisors’s Medtronic MDT Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-383
Closed -$28K – 198
2015
Q2 		$28K Hold
383
– – 0.02% 216
2015
Q1 		$30K Buy
383
+23
+6% +$1.74K 0.02% 221
2014
Q4 		$26K Hold
360
– – 0.02% 241
2014
Q3 		$22K Buy
+360
New +$22.9K 0.01% 264

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Peachtree Investment Advisors's MDT Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Medtronic (MDT) in Q3 2015, closing a stake of 383 shares — an estimated $28K sold.

Peachtree Investment Advisors first reported a position in MDT in Q3 2014 and held it in 4 quarters. The position peaked at $30K in Q1 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 383 Medtronic shares in Q3 2015, an estimated $28K.
  • Peachtree Investment Advisors first reported a position in Medtronic in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Medtronic position peaked at $30K in Q1 2015.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.