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U.S. Global Investors (USGI)’s Medtronic MDT Stock Holding History

U.S. Global Investors (USGI)’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
-3,100
Closed -$230K – 341
2015
Q2 		$230K Buy
+3,100
New +$237K 0.09% 197

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

U.S. Global Investors (USGI)'s MDT Position: Q3 2015 in Review

U.S. Global Investors (USGI) sold out of Medtronic (MDT) in Q3 2015, closing a stake of 3,100 shares — an estimated $230K sold.

U.S. Global Investors (USGI) first reported a position in MDT in Q2 2015 and held it in 1 quarter. The position peaked at $230K in Q2 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • U.S. Global Investors (USGI) reported no remaining Medtronic position as of Q3 2015 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 3,100 Medtronic shares in Q3 2015, an estimated $230K.
  • U.S. Global Investors (USGI) first reported a position in Medtronic in Q2 2015 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Medtronic position peaked at $230K in Q2 2015.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2015, filed 13 Nov 2015.