Strategic Capital Group’s Medtronic MDT Stock Holding History

Strategic Capital Group’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 Q2	$155K	Sell	2,433 -161	-6%	-$9.78K	0.05%	148
2014 Q1	$160K	Buy	2,594 +1,021	+65%	+$59.5K	0.05%	160
2013 Q4	$90K	Sell	1,573 -1,485	-49%	-$84.2K	0.07%	143
2013 Q3	$163K	Sell	3,058 -32,271	-91%	-$1.74M	0.06%	151
2013 Q2	$1.82M	Buy	+35,329	New	+$1.75M	0.9%	39

Other funds holding MDT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Capital Group's MDT Position: Q2 2014 in Review

Strategic Capital Group reduced its Medtronic (MDT) stake by 6.2% in Q2 2014, selling an estimated $9.78K and leaving 2,433 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #148.

Strategic Capital Group first reported a position in MDT in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.82M in Q2 2013. 1,110 funds tracked by Wall St. Rank hold MDT as of Q2 2014.

Strategic Capital Group held 2,433 shares of Medtronic worth $155K as of Q2 2014.
Strategic Capital Group sold 161 Medtronic shares in Q2 2014, an estimated $9.78K.
Medtronic made up 0.05% of Strategic Capital Group's portfolio in Q2 2014, its #148 holding.
Strategic Capital Group first reported a position in Medtronic in Q2 2013 and has held it in 5 quarters since.
Strategic Capital Group's Medtronic position peaked at $1.82M in Q2 2013.
1,110 funds tracked by Wall St. Rank held Medtronic as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.