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R&F Capital Advisors’s Medtronic MDT Stock Holding History

R&F 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 		$3.04M Buy
37,668
+33,406
+784% +$2.61M 0.78% 9
2016
Q4 		$304K Buy
+4,262
New +$335K 0.11% 297

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

R&F Capital Advisors's MDT Position: Q1 2017 in Review

R&F Capital Advisors increased its Medtronic (MDT) stake by 784% in Q1 2017, buying an estimated $2.61M and bringing the position to 37,668 shares worth $3.04M. The position accounts for 0.78% of the portfolio, ranked #9.

R&F Capital Advisors first reported a position in MDT in Q4 2016 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

  • R&F Capital Advisors held 37,668 shares of Medtronic worth $3.04M as of Q1 2017.
  • R&F Capital Advisors bought 33,406 Medtronic shares in Q1 2017, an estimated $2.61M.
  • Medtronic made up 0.78% of R&F Capital Advisors's portfolio in Q1 2017, its #9 holding.
  • R&F Capital Advisors first reported a position in Medtronic in Q4 2016 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.