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Capital Guardian Trust’s MDU Resources MDU Stock Holding History

Capital Guardian Trust’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
Q4 		– Sell
-1,186
Closed -$8K – 722
2015
Q3 		$8K Hold
1,186
– – ﹤0.01% 601
2015
Q2 		$9K Hold
1,186
– – ﹤0.01% 588
2015
Q1 		$10K Buy
+1,186
New +$10.1K ﹤0.01% 609

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Capital Guardian Trust's MDU Position: Q4 2015 in Review

Capital Guardian Trust sold out of MDU Resources (MDU) in Q4 2015, closing a stake of 1,186 shares — an estimated $8K sold.

Capital Guardian Trust first reported a position in MDU in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q1 2015. 283 funds tracked by Wall St. Rank hold MDU as of Q4 2015.

  • Capital Guardian Trust reported no remaining MDU Resources position as of Q4 2015 after selling out during the quarter.
  • Capital Guardian Trust sold 1,186 MDU Resources shares in Q4 2015, an estimated $8K.
  • Capital Guardian Trust first reported a position in MDU Resources in Q1 2015 and held it in 3 quarters.
  • Capital Guardian Trust's MDU Resources position peaked at $10K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held MDU Resources as of Q4 2015.

Based on Capital Guardian Trust's 13F filing for Q4 2015, filed 12 Feb 2016.