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B. Riley Wealth Advisors’s MDU Resources MDU Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-11,046
Closed -$99 – 1392
2014
Q4 		$99 Buy
+11,046
New +$107K ﹤0.01% 1752
2014
Q3 		– Sell
-10,520
Closed -$140K – 1375
2014
Q2 		$140K Hold
10,520
– – 0.03% 590
2014
Q1 		$137K Sell
10,520
-8,941
-46% -$111K 0.04% 521
2013
Q4 		$226K Sell
19,461
-1,841
-9% -$20.7K 0.07% 309
2013
Q3 		$227K Hold
21,302
– – 0.08% 296
2013
Q2 		$210K Buy
+21,302
New +$205K 0.07% 309

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

B. Riley Wealth Advisors's MDU Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MDU Resources (MDU) in Q1 2015, closing a stake of 11,046 shares — an estimated $99 sold.

B. Riley Wealth Advisors first reported a position in MDU in Q2 2013 and held it in 6 quarters. The position peaked at $227K in Q3 2013. 309 funds tracked by Wall St. Rank hold MDU as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MDU Resources position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,046 MDU Resources shares in Q1 2015, an estimated $99.
  • B. Riley Wealth Advisors first reported a position in MDU Resources in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's MDU Resources position peaked at $227K in Q3 2013.
  • 309 funds tracked by Wall St. Rank held MDU Resources as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.