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Advocacy Wealth Management Services’s MDU Resources MDU Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-394
Closed -$3K – 545
2015
Q4 		$3K Buy
+394
New +$2.73K ﹤0.01% 464

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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advocacy Wealth Management Services's MDU Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of MDU Resources (MDU) in Q1 2016, closing a stake of 394 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in MDU in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 287 funds tracked by Wall St. Rank hold MDU as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining MDU Resources position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 394 MDU Resources shares in Q1 2016, an estimated $3K.
  • Advocacy Wealth Management Services first reported a position in MDU Resources in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's MDU Resources position peaked at $3K in Q4 2015.
  • 287 funds tracked by Wall St. Rank held MDU Resources as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.