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Checchi Capital Advisers’s MDU Resources MDU Stock Holding History

Checchi Capital Advisers’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
-4,460
Closed -$41K – 884
2016
Q2 		$41K Sell
4,460
-2,244
-33% -$18.3K ﹤0.01% 927
2016
Q1 		$50K Buy
+6,704
New +$45.2K 0.01% 827

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

Checchi Capital Advisers's MDU Position: Q3 2016 in Review

Checchi Capital Advisers sold out of MDU Resources (MDU) in Q3 2016, closing a stake of 4,460 shares — an estimated $41K sold.

Checchi Capital Advisers first reported a position in MDU in Q1 2016 and held it in 2 quarters. The position peaked at $50K in Q1 2016. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Checchi Capital Advisers reported no remaining MDU Resources position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 4,460 MDU Resources shares in Q3 2016, an estimated $41K.
  • Checchi Capital Advisers first reported a position in MDU Resources in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's MDU Resources position peaked at $50K in Q1 2016.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.