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Baird’s MDU Resources MDU Stock Holding History

Baird’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 		$742K Buy
91,470
+1,089
+1% +$9.24K 0.01% 835
2014
Q4 		$808K Sell
90,381
-133,709
-60% -$1.29M 0.01% 794
2014
Q3 		$2.37M Sell
224,090
-85,771
-28% -$1.02M 0.03% 426
2014
Q2 		$4.14M Sell
309,861
-5,707
-2% -$74.5K 0.06% 296
2014
Q1 		$4.12M Sell
315,568
-24,576
-7% -$305K 0.06% 311
2013
Q4 		$3.95M Buy
340,144
+179,800
+112% +$2.03M 0.07% 307
2013
Q3 		$1.71M Sell
160,344
-38,970
-20% -$411K 0.03% 472
2013
Q2 		$1.96M Buy
+199,314
New +$1.92M 0.04% 418

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

Baird's MDU Position: Q1 2015 in Review

Baird increased its MDU Resources (MDU) stake by 1.2% in Q1 2015, buying an estimated $9.24K and bringing the position to 91,470 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #835.

Baird first reported a position in MDU in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.14M in Q2 2014. 309 funds tracked by Wall St. Rank hold MDU as of Q1 2015.

  • Baird held 91,470 shares of MDU Resources worth $742K as of Q1 2015.
  • Baird bought 1,089 MDU Resources shares in Q1 2015, an estimated $9.24K.
  • MDU Resources made up 0.01% of Baird's portfolio in Q1 2015, its #835 holding.
  • Baird first reported a position in MDU Resources in Q2 2013 and has held it in 8 quarters since.
  • Baird's MDU Resources position peaked at $4.14M in Q2 2014.
  • 309 funds tracked by Wall St. Rank held MDU Resources as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.