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

B. Riley Wealth 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
2014
Q3 		– Sell
-1,052
Closed -$14K – 1122
2014
Q2 		$14K Sell
1,052
-22,096
-95% -$289K 0.01% 750
2014
Q1 		$302K Buy
+23,148
New +$287K 0.22% 117

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

B. Riley Wealth Management's MDU Position: Q3 2014 in Review

B. Riley Wealth Management sold out of MDU Resources (MDU) in Q3 2014, closing a stake of 1,052 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in MDU in Q1 2014 and held it in 2 quarters. The position peaked at $302K in Q1 2014. 343 funds tracked by Wall St. Rank hold MDU as of Q3 2014.

  • B. Riley Wealth Management reported no remaining MDU Resources position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,052 MDU Resources shares in Q3 2014, an estimated $14K.
  • B. Riley Wealth Management first reported a position in MDU Resources in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's MDU Resources position peaked at $302K in Q1 2014.
  • 343 funds tracked by Wall St. Rank held MDU Resources as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.