Vector Wealth Management’s Medtronic MDT Stock Holding History

Vector Wealth Management’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 Q4	$507K	Sell	7,122 -1,028	-13%	-$80.8K	0.36%	38
2016 Q3	$704K	Sell	8,150 -446	-5%	-$38.9K	0.48%	32
2016 Q2	$746K	Sell	8,596 -438	-5%	-$35.4K	0.51%	31
2016 Q1	$678K	Sell	9,034 -816	-8%	-$61.5K	0.5%	29
2015 Q4	$757K	Buy	9,850 +273	+3%	+$20.6K	0.59%	24
2015 Q3	$721K	Sell	9,577 -12,651	-57%	-$932K	0.57%	26
2015 Q2	$1.65M	Buy	22,228 +223	+1%	+$17K	1.3%	11
2015 Q1	$1.72M	Buy	22,005 +9,149	+71%	+$693K	1.39%	11
2014 Q4	$928K	Sell	12,856 -710	-5%	-$49.3K	0.7%	13
2014 Q3	$840K	Sell	13,566 -82	-0.6%	-$5.21K	0.62%	14
2014 Q2	$870K	Buy	13,648 +11	+0.1%	+$668	0.64%	15
2014 Q1	$839K	Sell	13,637 -38	-0.3%	-$2.21K	0.61%	15
2013 Q4	$785K	Sell	13,675 -797	-6%	-$45.2K	0.55%	16
2013 Q3	$771K	Sell	14,472 -989	-6%	-$53.2K	0.56%	17
2013 Q2	$796K	Buy	+15,461	New	+$764K	0.58%	16

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

BIT

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

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

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

Vector Wealth Management's MDT Position: Q4 2016 in Review

Vector Wealth Management reduced its Medtronic (MDT) stake by 13% in Q4 2016, selling an estimated $80.8K and leaving 7,122 shares worth $507K. The position accounts for 0.36% of the portfolio, ranked #38.

Vector Wealth Management first reported a position in MDT in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.72M in Q1 2015. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Vector Wealth Management held 7,122 shares of Medtronic worth $507K as of Q4 2016.
Vector Wealth Management sold 1,028 Medtronic shares in Q4 2016, an estimated $80.8K.
Medtronic made up 0.36% of Vector Wealth Management's portfolio in Q4 2016, its #38 holding.
Vector Wealth Management first reported a position in Medtronic in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Medtronic position peaked at $1.72M in Q1 2015.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.