RCWMU
MDT icon

Rothschild & Co Wealth Management (UK)’s Medtronic MDT Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q1 		– Sell
-2,000
Closed -$144K – 83
2014
Q4 		$144K Hold
2,000
– – 0.02% 39
2014
Q3 		$124K Hold
2,000
– – 0.02% 43
2014
Q2 		$128K Hold
2,000
– – 0.01% 46
2014
Q1 		$123K Buy
+2,000
New +$116K 0.02% 45

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s MDT Position: Q1 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Medtronic (MDT) in Q1 2015, closing a stake of 2,000 shares — an estimated $144K sold.

Rothschild & Co Wealth Management (UK) first reported a position in MDT in Q1 2014 and held it in 4 quarters. The position peaked at $144K in Q4 2014. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 2,000 Medtronic shares in Q1 2015, an estimated $144K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Medtronic in Q1 2014 and held it in 4 quarters.
  • Rothschild & Co Wealth Management (UK)'s Medtronic position peaked at $144K in Q4 2014.
  • 1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2015, filed 19 Dec 2019.