Taylor Wealth Management Partners’s Medtronic MDT Stock Holding History

Taylor Wealth Management Partners’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
2016 Q2	–	Sell	-57	Closed	-$4K	–	150
2016 Q1	$4K	Sell	57 -716	-93%	-$53.9K	﹤0.01%	132
2015 Q4	$59K	Hold	773	–	–	0.03%	78
2015 Q3	$52K	Hold	773	–	–	0.03%	79
2015 Q2	$57K	Buy	773 +716	+1,256%	+$54.7K	0.02%	90
2015 Q1	$4K	Buy	+57	New	+$4.32K	﹤0.01%	162

Other funds holding MDT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Taylor Wealth Management Partners's MDT Position: Q2 2016 in Review

Taylor Wealth Management Partners sold out of Medtronic (MDT) in Q2 2016, closing a stake of 57 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in MDT in Q1 2015 and held it in 5 quarters. The position peaked at $59K in Q4 2015. 1,262 funds tracked by Wall St. Rank hold MDT as of Q2 2016.

Taylor Wealth Management Partners reported no remaining Medtronic position as of Q2 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 57 Medtronic shares in Q2 2016, an estimated $4K.
Taylor Wealth Management Partners first reported a position in Medtronic in Q1 2015 and held it in 5 quarters.
Taylor Wealth Management Partners's Medtronic position peaked at $59K in Q4 2015.
1,262 funds tracked by Wall St. Rank held Medtronic as of Q2 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2016, filed 3 Aug 2016.