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Bell Bank’s MDU Resources MDU Stock Holding History

Bell Bank’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
Q3 		– Sell
-52,416
Closed -$478K – 127
2016
Q2 		$478K Hold
52,416
– – 0.27% 65
2016
Q1 		$388K Buy
+52,416
New +$353K 0.25% 68
2014
Q3 		– Sell
-20,311
Closed -$271K – 163
2014
Q2 		$271K Buy
20,311
+474
+2% +$6.19K 0.19% 149
2014
Q1 		$259K Buy
19,837
+1,073
+6% +$13.3K 0.17% 156
2013
Q4 		$218K Buy
+18,764
New +$211K 0.11% 164

Other funds holding MDU

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
State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bell Bank's MDU Position: Q3 2016 in Review

Bell Bank sold out of MDU Resources (MDU) in Q3 2016, closing a stake of 52,416 shares — an estimated $478K sold.

Bell Bank first reported a position in MDU in Q4 2013 and held it in 5 quarters. The position peaked at $478K in Q2 2016. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Bell Bank reported no remaining MDU Resources position as of Q3 2016 after selling out during the quarter.
  • Bell Bank sold 52,416 MDU Resources shares in Q3 2016, an estimated $478K.
  • Bell Bank first reported a position in MDU Resources in Q4 2013 and held it in 5 quarters.
  • Bell Bank's MDU Resources position peaked at $478K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Bell Bank's 13F filing for Q3 2016, filed 15 Nov 2016.