West Coast Financial’s Medtronic MDT Stock Holding History

West Coast Financial’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 Q1	–	Sell	-184,378	Closed	-$804K	–	101
2014 Q4	$804K	Buy	184,378 +173,260	+1,558%	+$12M	0.42%	55
2014 Q3	$689K	Sell	11,118 -1,006	-8%	-$64K	0.39%	61
2014 Q2	$755K	Sell	12,124 -13	-0.1%	-$790	0.4%	59
2014 Q1	$747K	Sell	12,137 -2,258	-16%	-$132K	0.38%	64
2013 Q4	$757K	Buy	14,395 +1,228	+9%	+$69.6K	0.39%	66
2013 Q3	$701K	Sell	13,167 -3,365	-20%	-$181K	0.39%	69
2013 Q2	$851K	Buy	+16,532	New	+$817K	0.46%	68

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 16.26% 1-Year Est. Return

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

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

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

West Coast Financial's MDT Position: Q1 2015 in Review

West Coast Financial sold out of Medtronic (MDT) in Q1 2015, closing a stake of 184,378 shares — an estimated $804K sold.

West Coast Financial first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $851K in Q2 2013. 1,247 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

West Coast Financial reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
West Coast Financial sold 184,378 Medtronic shares in Q1 2015, an estimated $804K.
West Coast Financial first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
West Coast Financial's Medtronic position peaked at $851K in Q2 2013.
1,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on West Coast Financial's 13F filing for Q1 2015, filed 11 May 2015.