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Staton Financial Advisors’s Medtronic MDT Stock Holding History

Staton Financial 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
2015
Q3 		– Sell
-15,347
Closed -$1.14M – 37
2015
Q2 		$1.14M Sell
15,347
-55,146
-78% -$4.21M 1.08% 28
2015
Q1 		$5.5M Buy
+70,493
New +$5.34M 5.02% 3

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Staton Financial Advisors's MDT Position: Q3 2015 in Review

Staton Financial Advisors sold out of Medtronic (MDT) in Q3 2015, closing a stake of 15,347 shares — an estimated $1.14M sold.

Staton Financial Advisors first reported a position in MDT in Q1 2015 and held it in 2 quarters. The position peaked at $5.5M in Q1 2015. 1,210 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Staton Financial Advisors reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
  • Staton Financial Advisors sold 15,347 Medtronic shares in Q3 2015, an estimated $1.14M.
  • Staton Financial Advisors first reported a position in Medtronic in Q1 2015 and held it in 2 quarters.
  • Staton Financial Advisors's Medtronic position peaked at $5.5M in Q1 2015.
  • 1,210 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Staton Financial Advisors's 13F filing for Q3 2015, filed 18 Jul 2017.