Alta Capital Management’s MDU Resources MDU Stock Holding History

Alta Capital 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
2016 Q4	–	Sell	-106,626	Closed	-$1.03M	–	91
2016 Q3	$1.03M	Hold	106,626	–	–	0.06%	60
2016 Q2	$973K	Hold	106,626	–	–	0.06%	61
2016 Q1	$788K	Buy	106,626 +1,328	+1%	+$8.95K	0.05%	62
2015 Q4	$733K	Hold	105,298	–	–	0.06%	63
2015 Q3	$688K	Hold	105,298	–	–	0.06%	66
2015 Q2	$781K	Hold	105,298	–	–	0.06%	64
2015 Q1	$854K	Hold	105,298	–	–	0.07%	65
2014 Q4	$940K	Buy	+105,298	New	+$1.02M	0.08%	65

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Alta Capital Management's MDU Position: Q4 2016 in Review

Alta Capital Management sold out of MDU Resources (MDU) in Q4 2016, closing a stake of 106,626 shares — an estimated $1.03M sold.

Alta Capital Management first reported a position in MDU in Q4 2014 and held it in 8 quarters. The position peaked at $1.03M in Q3 2016. 334 funds tracked by Wall St. Rank hold MDU as of Q4 2016.

Alta Capital Management reported no remaining MDU Resources position as of Q4 2016 after selling out during the quarter.
Alta Capital Management sold 106,626 MDU Resources shares in Q4 2016, an estimated $1.03M.
Alta Capital Management first reported a position in MDU Resources in Q4 2014 and held it in 8 quarters.
Alta Capital Management's MDU Resources position peaked at $1.03M in Q3 2016.
334 funds tracked by Wall St. Rank held MDU Resources as of Q4 2016.

Based on Alta Capital Management's 13F filing for Q4 2016, filed 19 Jan 2017.