Scholtz & Company’s Medtronic MDT Stock Holding History

Scholtz & Company’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
2016 Q4	–	Sell	-50,922	Closed	-$4.4M	–	44
2016 Q3	$4.4M	Buy	50,922 +942	+2%	+$82.1K	4.55%	3
2016 Q2	$4.34M	Sell	49,980 -670	-1%	-$54.2K	4.46%	1
2016 Q1	$3.8M	Sell	50,650 -8,235	-14%	-$620K	3.79%	12
2015 Q4	$4.53M	Sell	58,885 -680	-1%	-$51.2K	4.77%	5
2015 Q3	$3.99M	Sell	59,565 -900	-1%	-$66.3K	4.26%	8
2015 Q2	$4.48M	Buy	60,465 +1,755	+3%	+$134K	4.4%	2
2015 Q1	$4.58M	Sell	58,710 -1,450	-2%	-$110K	4.42%	2
2014 Q4	$4.34M	Buy	60,160 +400	+0.7%	+$27.8K	4.43%	2
2014 Q3	$3.7M	Buy	+59,760	New	+$3.8M	3.65%	8

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Scholtz & Company's MDT Position: Q4 2016 in Review

Scholtz & Company sold out of Medtronic (MDT) in Q4 2016, closing a stake of 50,922 shares — an estimated $4.4M sold.

Scholtz & Company first reported a position in MDT in Q3 2014 and held it in 9 quarters. The position peaked at $4.58M in Q1 2015. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Scholtz & Company reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
Scholtz & Company sold 50,922 Medtronic shares in Q4 2016, an estimated $4.4M.
Scholtz & Company first reported a position in Medtronic in Q3 2014 and held it in 9 quarters.
Scholtz & Company's Medtronic position peaked at $4.58M in Q1 2015.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Scholtz & Company's 13F filing for Q4 2016, filed 14 Feb 2017.