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FDx Advisors’s MDU Resources MDU Stock Holding History

FDx Advisors’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
Q3 		– Sell
-24,063
Closed -$321K – 979
2014
Q2 		$321K Buy
24,063
+1,885
+8% +$24.6K 0.02% 754
2014
Q1 		$289K Buy
+22,178
New +$275K 0.02% 625

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FDx Advisors's MDU Position: Q3 2014 in Review

FDx Advisors sold out of MDU Resources (MDU) in Q3 2014, closing a stake of 24,063 shares — an estimated $321K sold.

FDx Advisors first reported a position in MDU in Q1 2014 and held it in 2 quarters. The position peaked at $321K in Q2 2014. 343 funds tracked by Wall St. Rank hold MDU as of Q3 2014.

  • FDx Advisors reported no remaining MDU Resources position as of Q3 2014 after selling out during the quarter.
  • FDx Advisors sold 24,063 MDU Resources shares in Q3 2014, an estimated $321K.
  • FDx Advisors first reported a position in MDU Resources in Q1 2014 and held it in 2 quarters.
  • FDx Advisors's MDU Resources position peaked at $321K in Q2 2014.
  • 343 funds tracked by Wall St. Rank held MDU Resources as of Q3 2014.

Based on FDx Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.