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Aris Wealth Services’s MDU Resources MDU Stock Holding History

Aris Wealth 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
2015
Q2 		– Sell
-4,221
Closed -$34K – 529
2015
Q1 		$34K Buy
+4,221
New +$35.8K 0.03% 261

Other funds holding MDU

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Aris Wealth Services's MDU Position: Q2 2015 in Review

Aris Wealth Services sold out of MDU Resources (MDU) in Q2 2015, closing a stake of 4,221 shares — an estimated $34K sold.

Aris Wealth Services first reported a position in MDU in Q1 2015 and held it in 1 quarter. The position peaked at $34K in Q1 2015. 310 funds tracked by Wall St. Rank hold MDU as of Q2 2015.

  • Aris Wealth Services reported no remaining MDU Resources position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 4,221 MDU Resources shares in Q2 2015, an estimated $34K.
  • Aris Wealth Services first reported a position in MDU Resources in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's MDU Resources position peaked at $34K in Q1 2015.
  • 310 funds tracked by Wall St. Rank held MDU Resources as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.