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Private Capital Advisors’s Medtronic MDT Stock Holding History

Private Capital 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
2017
Q1 		– Sell
-33,584
Closed -$2.39M – 123
2016
Q4 		$2.39M Buy
33,584
+2,184
+7% +$172K 0.82% 39
2016
Q3 		$2.71M Buy
+31,400
New +$2.74M 0.97% 35

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Private Capital Advisors's MDT Position: Q1 2017 in Review

Private Capital Advisors sold out of Medtronic (MDT) in Q1 2017, closing a stake of 33,584 shares — an estimated $2.39M sold.

Private Capital Advisors first reported a position in MDT in Q3 2016 and held it in 2 quarters. The position peaked at $2.71M in Q3 2016. 1,284 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

  • Private Capital Advisors reported no remaining Medtronic position as of Q1 2017 after selling out during the quarter.
  • Private Capital Advisors sold 33,584 Medtronic shares in Q1 2017, an estimated $2.39M.
  • Private Capital Advisors first reported a position in Medtronic in Q3 2016 and held it in 2 quarters.
  • Private Capital Advisors's Medtronic position peaked at $2.71M in Q3 2016.
  • 1,284 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on Private Capital Advisors's 13F filing for Q1 2017, filed 11 Apr 2017.