Pinnacle Summer Investments’s Medtronic MDT Stock Holding History

Pinnacle Summer Investments’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 Q4	$13K	Sell	165 -8,625	-98%	-$649K	﹤0.01%	526
2015 Q3	$588K	Buy	8,790 +8,425	+2,308%	+$621K	0.1%	165
2015 Q2	$27K	Hold	365	–	–	0.01%	391
2015 Q1	$29K	Sell	365 -8,311	-96%	-$630K	﹤0.01%	601
2014 Q4	$626K	Sell	8,676 -435	-5%	-$30.2K	0.08%	181
2014 Q3	$564K	Hold	9,111	–	–	0.06%	201
2014 Q2	$581K	Buy	9,111 +235	+3%	+$14.3K	0.07%	176
2014 Q1	$522K	Buy	8,876 +1,090	+14%	+$63.5K	0.07%	161
2013 Q4	$446K	Sell	7,786 -450	-5%	-$25.5K	0.06%	173
2013 Q3	$439K	Sell	8,236 -235	-3%	-$12.6K	0.08%	154
2013 Q2	$436K	Buy	+8,471	New	+$419K	0.11%	136

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 16.26% 1-Year Est. Return

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

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

Pinnacle Summer Investments's MDT Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Medtronic (MDT) stake by 98% in Q4 2015, selling an estimated $649K and leaving 165 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Pinnacle Summer Investments first reported a position in MDT in Q2 2013 and has held it in 11 quarters since. The position peaked at $626K in Q4 2014. 1,252 funds tracked by Wall St. Rank hold MDT as of Q4 2015.

Pinnacle Summer Investments held 165 shares of Medtronic worth $13K as of Q4 2015.
Pinnacle Summer Investments sold 8,625 Medtronic shares in Q4 2015, an estimated $649K.
Medtronic made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #526 holding.
Pinnacle Summer Investments first reported a position in Medtronic in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Medtronic position peaked at $626K in Q4 2014.
1,252 funds tracked by Wall St. Rank held Medtronic as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.