BSA
MDU icon

Braun Stacey Associates’s MDU Resources MDU Stock Holding History

Braun Stacey Associates’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
Q3 		– Sell
-242,725
Closed -$1.8M – 216
2015
Q2 		$1.8M Buy
+242,725
New +$1.95M 0.08% 165
2014
Q4 		– Sell
-139,836
Closed -$1.48M – 162
2014
Q3 		$1.48M Sell
139,836
-3,274
-2% -$39K 0.09% 110
2014
Q2 		$1.91M Sell
143,110
-39,804
-22% -$520K 0.11% 107
2014
Q1 		$2.39M Sell
182,914
-4,208
-2% -$52.3K 0.14% 107
2013
Q4 		$2.17M Sell
187,122
-5,851
-3% -$65.9K 0.12% 108
2013
Q3 		$2.05M Buy
192,973
+210
+0.1% +$2.21K 0.13% 109
2013
Q2 		$1.9M Buy
+192,763
New +$1.85M 0.12% 111

Other funds holding MDU

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Braun Stacey Associates's MDU Position: Q3 2015 in Review

Braun Stacey Associates sold out of MDU Resources (MDU) in Q3 2015, closing a stake of 242,725 shares — an estimated $1.8M sold.

Braun Stacey Associates first reported a position in MDU in Q2 2013 and held it in 7 quarters. The position peaked at $2.39M in Q1 2014. 307 funds tracked by Wall St. Rank hold MDU as of Q3 2015.

  • Braun Stacey Associates reported no remaining MDU Resources position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 242,725 MDU Resources shares in Q3 2015, an estimated $1.8M.
  • Braun Stacey Associates first reported a position in MDU Resources in Q2 2013 and held it in 7 quarters.
  • Braun Stacey Associates's MDU Resources position peaked at $2.39M in Q1 2014.
  • 307 funds tracked by Wall St. Rank held MDU Resources as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.