Zions Trust National Association’s Medtronic MDT Stock Holding History

Zions Trust National Association’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 Q4	$58K	Buy	801 +360	+82%	+$25K	0.08%	77
2014 Q3	$27K	Hold	441	–	–	0.04%	120
2014 Q2	$28K	Sell	441 -110	-20%	-$6.68K	0.04%	123
2014 Q1	$34K	Hold	551	–	–	0.05%	114
2013 Q4	$32K	Sell	551 -84	-13%	-$4.76K	0.04%	112
2013 Q3	$34K	Buy	635 +235	+59%	+$12.6K	0.05%	108
2013 Q2	$21K	Buy	+400	New	+$19.8K	0.03%	127

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zions Trust National Association's MDT Position: Q4 2014 in Review

Zions Trust National Association increased its Medtronic (MDT) stake by 82% in Q4 2014, buying an estimated $25K and bringing the position to 801 shares worth $58K. The position accounts for 0.08% of the portfolio, ranked #77.

Zions Trust National Association first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. 1,155 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

Zions Trust National Association held 801 shares of Medtronic worth $58K as of Q4 2014.
Zions Trust National Association bought 360 Medtronic shares in Q4 2014, an estimated $25K.
Medtronic made up 0.08% of Zions Trust National Association's portfolio in Q4 2014, its #77 holding.
Zions Trust National Association first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
1,155 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.