SIC
MDT icon

Sigma Investment Counselors’s Medtronic MDT Stock Holding History

Sigma Investment Counselors’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
-22,441
Closed -$1.62M – 112
2014
Q4 		$1.62M Hold
22,441
– – 0.31% 66
2014
Q3 		$1.39M Hold
22,441
– – 0.27% 66
2014
Q2 		$1.43M Hold
22,441
– – 0.28% 65
2014
Q1 		$1.38M Sell
22,441
-2,955
-12% -$172K 0.28% 64
2013
Q4 		$1.46M Buy
25,396
+6,696
+36% +$380K 0.31% 65
2013
Q3 		$996K Buy
+18,700
New +$1.01M 0.23% 67

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 $298B AUM 21.96% 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

Sigma Investment Counselors's MDT Position: Q1 2015 in Review

Sigma Investment Counselors sold out of Medtronic (MDT) in Q1 2015, closing a stake of 22,441 shares — an estimated $1.62M sold.

Sigma Investment Counselors first reported a position in MDT in Q3 2013 and held it in 6 quarters. The position peaked at $1.62M in Q4 2014. 1,246 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Sigma Investment Counselors reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Sigma Investment Counselors sold 22,441 Medtronic shares in Q1 2015, an estimated $1.62M.
  • Sigma Investment Counselors first reported a position in Medtronic in Q3 2013 and held it in 6 quarters.
  • Sigma Investment Counselors's Medtronic position peaked at $1.62M in Q4 2014.
  • 1,246 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Sigma Investment Counselors's 13F filing for Q1 2015, filed 5 May 2015.