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Edmond de Rothschild (Suisse)’s MDU Resources MDU Stock Holding History

Edmond de Rothschild (Suisse)’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 		$159K Hold
16,437
– – 0.05% 224
2016
Q2 		$150K Sell
16,437
-1,578
-9% -$12.9K 0.05% 200
2016
Q1 		$133K Hold
18,015
– – 0.05% 177
2015
Q4 		$125K Hold
18,015
– – 0.05% 186
2015
Q3 		$118K Sell
18,015
-526
-3% -$3.58K 0.04% 194
2015
Q2 		$138K Buy
+18,541
New +$149K 0.04% 190

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 $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s MDU Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its MDU Resources (MDU) position steady in Q3 2016 at 16,437 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #224.

Edmond de Rothschild (Suisse) first reported a position in MDU in Q2 2015 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold MDU as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 16,437 shares of MDU Resources worth $159K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its MDU Resources share count unchanged in Q3 2016.
  • MDU Resources made up 0.05% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #224 holding.
  • Edmond de Rothschild (Suisse) first reported a position in MDU Resources in Q2 2015 and has held it in 6 quarters since.
  • 305 funds tracked by Wall St. Rank held MDU Resources as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.