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Stifel Trust’s Medtronic MDT Stock Holding History

Stifel Trust’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
2014
Q3 		$50K Hold
800
– – 0.01% 268
2014
Q2 		$52K Hold
800
– – 0.01% 269
2014
Q1 		$50K Hold
800
– – 0.01% 266
2013
Q4 		$46K Hold
800
– – 0.01% 267
2013
Q3 		$43K Hold
800
– – 0.01% 271
2013
Q2 		$42K Buy
+800
New +$39.5K 0.01% 262

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Trust's MDT Position: Q3 2014 in Review

Stifel Trust held its Medtronic (MDT) position steady in Q3 2014 at 800 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #268.

Stifel Trust first reported a position in MDT in Q2 2013 and has held it in 6 quarters since. The position peaked at $52K in Q2 2014. 1,135 funds tracked by Wall St. Rank hold MDT as of Q3 2014.

  • Stifel Trust held 800 shares of Medtronic worth $50K as of Q3 2014.
  • Stifel Trust left its Medtronic share count unchanged in Q3 2014.
  • Medtronic made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #268 holding.
  • Stifel Trust first reported a position in Medtronic in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Medtronic position peaked at $52K in Q2 2014.
  • 1,135 funds tracked by Wall St. Rank held Medtronic as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.