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Elite Wealth Management’s MDU Resources MDU Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-5,720
Closed -$60K – 296
2014
Q3 		$60K Sell
5,720
-1,972
-26% -$23.5K 0.05% 113
2014
Q2 		$103K Hold
7,692
– – 0.1% 72
2014
Q1 		$100K Hold
7,692
– – 0.08% 80
2013
Q4 		$89K Hold
7,692
– – 0.07% 112
2013
Q3 		$82K Buy
7,692
+1,183
+18% +$12.5K 0.07% 133
2013
Q2 		$64K Buy
+6,509
New +$62.6K 0.09% 112

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Elite Wealth Management's MDU Position: Q4 2014 in Review

Elite Wealth Management sold out of MDU Resources (MDU) in Q4 2014, closing a stake of 5,720 shares — an estimated $60K sold.

Elite Wealth Management first reported a position in MDU in Q2 2013 and held it in 6 quarters. The position peaked at $103K in Q2 2014. 320 funds tracked by Wall St. Rank hold MDU as of Q4 2014.

  • Elite Wealth Management reported no remaining MDU Resources position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,720 MDU Resources shares in Q4 2014, an estimated $60K.
  • Elite Wealth Management first reported a position in MDU Resources in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's MDU Resources position peaked at $103K in Q2 2014.
  • 320 funds tracked by Wall St. Rank held MDU Resources as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.