Buckingham Strategic Wealth’s MDU Resources MDU Stock Holding History

Buckingham Strategic Wealth’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 Q2	–	Sell	-23,524	Closed	-$245K	–	306
2017 Q1	$245K	Sell	23,524 -1,047	-4%	-$10.9K	0.07%	210
2016 Q4	$269K	Buy	24,571 +1,047	+4%	+$10.8K	0.09%	182
2016 Q3	$228K	Sell	23,524 -47,656	-67%	-$435K	0.08%	194
2016 Q2	$650K	Sell	71,180 -185	-0.3%	-$1.51K	0.22%	93
2016 Q1	$528K	Buy	71,365 +1,184	+2%	+$7.98K	0.17%	106
2015 Q4	$489K	Hold	70,181	–	–	0.16%	106
2015 Q3	$459K	Buy	70,181 +400	+0.6%	+$2.72K	0.16%	104
2015 Q2	$518K	Sell	69,781 -395	-0.6%	-$3.17K	0.17%	105
2015 Q1	$569K	Hold	70,176	–	–	0.21%	87
2014 Q4	$627K	Sell	70,176 -7,495	-10%	-$72.3K	0.24%	75
2014 Q3	$821K	Hold	77,671	–	–	0.34%	56
2014 Q2	$1.04M	Sell	77,671 -16,108	-17%	-$210K	0.45%	47
2014 Q1	$1.22M	Sell	93,779 -1,972	-2%	-$24.5K	0.57%	37
2013 Q4	$1.11M	Hold	95,751	–	–	0.52%	40
2013 Q3	$1.02M	Buy	+95,751	New	+$1.01M	0.54%	37

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's MDU Position: Q2 2017 in Review

Buckingham Strategic Wealth sold out of MDU Resources (MDU) in Q2 2017, closing a stake of 23,524 shares — an estimated $245K sold.

Buckingham Strategic Wealth first reported a position in MDU in Q3 2013 and held it in 15 quarters. The position peaked at $1.22M in Q1 2014. 317 funds tracked by Wall St. Rank hold MDU as of Q2 2017.

Buckingham Strategic Wealth reported no remaining MDU Resources position as of Q2 2017 after selling out during the quarter.
Buckingham Strategic Wealth sold 23,524 MDU Resources shares in Q2 2017, an estimated $245K.
Buckingham Strategic Wealth first reported a position in MDU Resources in Q3 2013 and held it in 15 quarters.
Buckingham Strategic Wealth's MDU Resources position peaked at $1.22M in Q1 2014.
317 funds tracked by Wall St. Rank held MDU Resources as of Q2 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2017, filed 8 Aug 2017.