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SeaBridge Investment Advisors’s Medtronic MDT Stock Holding History

SeaBridge Investment 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
2013
Q4 		– Sell
-250
Closed -$13K – 222
2013
Q3 		$13K Hold
250
– – ﹤0.01% 198
2013
Q2 		$13K Buy
+250
New +$12.4K ﹤0.01% 204

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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaBridge Investment Advisors's MDT Position: Q4 2013 in Review

SeaBridge Investment Advisors sold out of Medtronic (MDT) in Q4 2013, closing a stake of 250 shares — an estimated $13K sold.

SeaBridge Investment Advisors first reported a position in MDT in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 1,068 funds tracked by Wall St. Rank hold MDT as of Q4 2013.

  • SeaBridge Investment Advisors reported no remaining Medtronic position as of Q4 2013 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 250 Medtronic shares in Q4 2013, an estimated $13K.
  • SeaBridge Investment Advisors first reported a position in Medtronic in Q2 2013 and held it in 2 quarters.
  • SeaBridge Investment Advisors's Medtronic position peaked at $13K in Q3 2013.
  • 1,068 funds tracked by Wall St. Rank held Medtronic as of Q4 2013.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.