Evercore Wealth Management’s MDU Resources MDU Stock Holding History

Evercore 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
2018 Q1	–	Sell	-4,339	Closed	-$44K	–	617
2017 Q4	$44K	Hold	4,339	–	–	﹤0.01%	600
2017 Q3	$43K	Hold	4,339	–	–	﹤0.01%	591
2017 Q2	$43K	Hold	4,339	–	–	﹤0.01%	600
2017 Q1	$45K	Hold	4,339	–	–	﹤0.01%	618
2016 Q4	$47K	Sell	4,339 -3,419	-44%	-$35.3K	﹤0.01%	620
2016 Q3	$75K	Buy	7,758 +3,419	+79%	+$31.2K	﹤0.01%	526
2016 Q2	$40K	Hold	4,339	–	–	﹤0.01%	622
2016 Q1	$32K	Hold	4,339	–	–	﹤0.01%	650
2015 Q4	$30K	Sell	4,339 -2,367	-35%	-$16.4K	﹤0.01%	688
2015 Q3	$43K	Sell	6,706 -17,752	-73%	-$121K	﹤0.01%	609
2015 Q2	$182K	Sell	24,458 -1,362	-5%	-$10.9K	0.01%	433
2015 Q1	$209K	Hold	25,820	–	–	0.01%	408
2014 Q4	$231K	Sell	25,820 -4,300	-14%	-$41.5K	0.01%	338
2014 Q3	$319K	Hold	30,120	–	–	0.02%	330
2014 Q2	$403K	Buy	30,120 +355	+1%	+$4.64K	0.02%	300
2014 Q1	$389K	Hold	29,765	–	–	0.02%	289
2013 Q4	$345K	Buy	29,765 +3,729	+14%	+$42K	0.02%	308
2013 Q3	$277K	Hold	26,036	–	–	0.02%	365
2013 Q2	$257K	Buy	+26,036	New	+$250K	0.01%	369

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's MDU Position: Q1 2018 in Review

Evercore Wealth Management sold out of MDU Resources (MDU) in Q1 2018, closing a stake of 4,339 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in MDU in Q2 2013 and held it in 19 quarters. The position peaked at $403K in Q2 2014. 331 funds tracked by Wall St. Rank hold MDU as of Q1 2018.

Evercore Wealth Management reported no remaining MDU Resources position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 4,339 MDU Resources shares in Q1 2018, an estimated $44K.
Evercore Wealth Management first reported a position in MDU Resources in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's MDU Resources position peaked at $403K in Q2 2014.
331 funds tracked by Wall St. Rank held MDU Resources as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.