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Windsor Financial Group’s Medtronic MDT Stock Holding History

Windsor Financial Group’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
-60,846
Closed -$4.39M – 87
2014
Q4 		$4.39M Sell
60,846
-3,966
-6% -$275K 2.09% 16
2014
Q3 		$4.01M Sell
64,812
-1,400
-2% -$89K 1.93% 19
2014
Q2 		$4.22M Sell
66,212
-225
-0.3% -$13.7K 2.06% 17
2014
Q1 		$4.09M Buy
66,437
+1,075
+2% +$62.6K 2.07% 20
2013
Q4 		$3.75M Hold
65,362
– – 2.08% 17
2013
Q3 		$3.48M Sell
65,362
-1,170
-2% -$63K 2.09% 16
2013
Q2 		$3.42M Buy
+66,532
New +$3.29M 2.17% 16

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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Windsor Financial Group's MDT Position: Q1 2015 in Review

Windsor Financial Group sold out of Medtronic (MDT) in Q1 2015, closing a stake of 60,846 shares — an estimated $4.39M sold.

Windsor Financial Group first reported a position in MDT in Q2 2013 and held it in 7 quarters. The position peaked at $4.39M in Q4 2014. 1,245 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Windsor Financial Group reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Windsor Financial Group sold 60,846 Medtronic shares in Q1 2015, an estimated $4.39M.
  • Windsor Financial Group first reported a position in Medtronic in Q2 2013 and held it in 7 quarters.
  • Windsor Financial Group's Medtronic position peaked at $4.39M in Q4 2014.
  • 1,245 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Windsor Financial Group's 13F filing for Q1 2015, filed 8 Apr 2015.