Schnieders Capital Management’s Medtronic MDT Stock Holding History

Schnieders Capital Management’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 Q3	–	Sell	-3,872	Closed	-$287K	–	123
2015 Q2	$287K	Sell	3,872 -650	-14%	-$49.7K	0.17%	104
2015 Q1	$353K	Buy	4,522 +1,105	+32%	+$83.8K	0.21%	100
2014 Q4	$247K	Hold	3,417	–	–	0.16%	111
2014 Q3	$212K	Hold	3,417	–	–	0.16%	115
2014 Q2	$218K	Buy	+3,417	New	+$208K	0.15%	120

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 $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Schnieders Capital Management's MDT Position: Q3 2015 in Review

Schnieders Capital Management sold out of Medtronic (MDT) in Q3 2015, closing a stake of 3,872 shares — an estimated $287K sold.

Schnieders Capital Management first reported a position in MDT in Q2 2014 and held it in 5 quarters. The position peaked at $353K in Q1 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

Schnieders Capital Management reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
Schnieders Capital Management sold 3,872 Medtronic shares in Q3 2015, an estimated $287K.
Schnieders Capital Management first reported a position in Medtronic in Q2 2014 and held it in 5 quarters.
Schnieders Capital Management's Medtronic position peaked at $353K in Q1 2015.
1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Schnieders Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.