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Edmond de Rothschild Holding’s MDU Resources MDU Stock Holding History

Edmond de Rothschild Holding’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
Q4 		– Sell
-16,437
Closed -$159K – 859
2016
Q3 		$159K Hold
16,437
– – ﹤0.01% 536
2016
Q2 		$150K Sell
16,437
-1,578
-9% -$12.9K ﹤0.01% 518
2016
Q1 		$133K Hold
18,015
– – ﹤0.01% 520
2015
Q4 		$125K Hold
18,015
– – ﹤0.01% 531
2015
Q3 		$118K Sell
18,015
-526
-3% -$3.58K ﹤0.01% 523
2015
Q2 		$138K Buy
+18,541
New +$149K ﹤0.01% 530

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Edmond de Rothschild Holding's MDU Position: Q4 2016 in Review

Edmond de Rothschild Holding sold out of MDU Resources (MDU) in Q4 2016, closing a stake of 16,437 shares — an estimated $159K sold.

Edmond de Rothschild Holding first reported a position in MDU in Q2 2015 and held it in 6 quarters. The position peaked at $159K in Q3 2016. 334 funds tracked by Wall St. Rank hold MDU as of Q4 2016.

  • Edmond de Rothschild Holding reported no remaining MDU Resources position as of Q4 2016 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 16,437 MDU Resources shares in Q4 2016, an estimated $159K.
  • Edmond de Rothschild Holding first reported a position in MDU Resources in Q2 2015 and held it in 6 quarters.
  • Edmond de Rothschild Holding's MDU Resources position peaked at $159K in Q3 2016.
  • 334 funds tracked by Wall St. Rank held MDU Resources as of Q4 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2016, filed 14 Feb 2017.