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Sanibel Captiva Investment Advisers’s Medtronic MDT Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$224K Sell
3,900
-1,500
-28% -$85.1K 0.14% 99
2013
Q3 		$288K Sell
5,400
-262
-5% -$14.1K 0.22% 92
2013
Q2 		$291K Buy
+5,662
New +$280K 0.28% 72

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanibel Captiva Investment Advisers's MDT Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers reduced its Medtronic (MDT) stake by 28% in Q4 2013, selling an estimated $85.1K and leaving 3,900 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #99.

Sanibel Captiva Investment Advisers first reported a position in MDT in Q2 2013 and has held it in 3 quarters since. The position peaked at $291K in Q2 2013. 1,069 funds tracked by Wall St. Rank hold MDT as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 3,900 shares of Medtronic worth $224K as of Q4 2013.
  • Sanibel Captiva Investment Advisers sold 1,500 Medtronic shares in Q4 2013, an estimated $85.1K.
  • Medtronic made up 0.14% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #99 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Medtronic in Q2 2013 and has held it in 3 quarters since.
  • Sanibel Captiva Investment Advisers's Medtronic position peaked at $291K in Q2 2013.
  • 1,069 funds tracked by Wall St. Rank held Medtronic as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.