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US Financial Advisors’s Medtronic MDT Stock Holding History

US 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
2016
Q2 		– Sell
-313
Closed -$23K – 254
2016
Q1 		$23K Hold
313
– – 0.04% 150
2015
Q4 		$24K Hold
313
– – 0.02% 217
2015
Q3 		$21K Buy
+313
New +$23.1K 0.03% 201

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

US Financial Advisors's MDT Position: Q2 2016 in Review

US Financial Advisors sold out of Medtronic (MDT) in Q2 2016, closing a stake of 313 shares — an estimated $23K sold.

US Financial Advisors first reported a position in MDT in Q3 2015 and held it in 3 quarters. The position peaked at $24K in Q4 2015. 1,262 funds tracked by Wall St. Rank hold MDT as of Q2 2016.

  • US Financial Advisors reported no remaining Medtronic position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 313 Medtronic shares in Q2 2016, an estimated $23K.
  • US Financial Advisors first reported a position in Medtronic in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's Medtronic position peaked at $24K in Q4 2015.
  • 1,262 funds tracked by Wall St. Rank held Medtronic as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.