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Ada Investment Management’s MDU Resources MDU Stock Holding History

Ada Investment Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$346K Buy
49,686
+7,095
+17% +$49.1K 0.23% 149
2015
Q3 		$277K Sell
42,591
-3,051
-7% -$20.8K 0.14% 291
2015
Q2 		$339K Buy
+45,642
New +$367K 0.42% 99

Other funds holding MDU

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Ada Investment Management's MDU Position: Q4 2015 in Review

Ada Investment Management increased its MDU Resources (MDU) stake by 17% in Q4 2015, buying an estimated $49.1K and bringing the position to 49,686 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #149.

Ada Investment Management first reported a position in MDU in Q2 2015 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold MDU as of Q4 2015.

  • Ada Investment Management held 49,686 shares of MDU Resources worth $346K as of Q4 2015.
  • Ada Investment Management bought 7,095 MDU Resources shares in Q4 2015, an estimated $49.1K.
  • MDU Resources made up 0.23% of Ada Investment Management's portfolio in Q4 2015, its #149 holding.
  • Ada Investment Management first reported a position in MDU Resources in Q2 2015 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held MDU Resources as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.