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Brinker Capital Investments’s MDU Resources MDU Stock Holding History

Brinker Capital Investments’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
2017
Q4 		– Sell
-29,005
Closed -$286K – 564
2017
Q3 		$286K Buy
29,005
+1,794
+7% +$17.9K 0.01% 266
2017
Q2 		$271K Sell
27,211
-2,238
-8% -$22.9K 0.01% 266
2017
Q1 		$306K Buy
+29,449
New +$308K 0.01% 252

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brinker Capital Investments's MDU Position: Q4 2017 in Review

Brinker Capital Investments sold out of MDU Resources (MDU) in Q4 2017, closing a stake of 29,005 shares — an estimated $286K sold.

Brinker Capital Investments first reported a position in MDU in Q1 2017 and held it in 3 quarters. The position peaked at $306K in Q1 2017. 332 funds tracked by Wall St. Rank hold MDU as of Q4 2017.

  • Brinker Capital Investments reported no remaining MDU Resources position as of Q4 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 29,005 MDU Resources shares in Q4 2017, an estimated $286K.
  • Brinker Capital Investments first reported a position in MDU Resources in Q1 2017 and held it in 3 quarters.
  • Brinker Capital Investments's MDU Resources position peaked at $306K in Q1 2017.
  • 332 funds tracked by Wall St. Rank held MDU Resources as of Q4 2017.

Based on Brinker Capital Investments's 13F filing for Q4 2017, filed 12 Feb 2018.