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Wilson Kemp & Associates’s Medtronic MDT Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		– Sell
-7,463
Closed -$476K – 40
2014
Q2 		$476K Hold
7,463
– – 1.71% 21
2014
Q1 		$459K Sell
7,463
-500
-6% -$29.1K 1.19% 32
2013
Q4 		$457K Buy
7,963
+2,500
+46% +$142K 0.88% 43
2013
Q3 		$291K Sell
5,463
-14,800
-73% -$796K 0.64% 49
2013
Q2 		$1.04M Buy
+20,263
New +$1M 1% 33

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wilson Kemp & Associates's MDT Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Medtronic (MDT) in Q3 2014, closing a stake of 7,463 shares — an estimated $476K sold.

Wilson Kemp & Associates first reported a position in MDT in Q2 2013 and held it in 5 quarters. The position peaked at $1.04M in Q2 2013. 1,136 funds tracked by Wall St. Rank hold MDT as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Medtronic position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 7,463 Medtronic shares in Q3 2014, an estimated $476K.
  • Wilson Kemp & Associates first reported a position in Medtronic in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Medtronic position peaked at $1.04M in Q2 2013.
  • 1,136 funds tracked by Wall St. Rank held Medtronic as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.